Generate Recheck
Make the installer's Recheck / Measure Form from a signed contract — on the quote page or the customer card.
Step by step
Contracts & Rechecks
Open the customer card. Every signed contract is listed with its contract number, signed date and PO#. Unsigned quotes show a greyed-out button: Available after contract is signed.
Generate Recheck on the quote
On the quote page, Generate Recheck sits next to Generate Contract and Generate Quote PDF. It always uses the latest signed contract for this quote. Under it you see the signed date and your last version with a Download link. If the quote was changed after signing, an amber note reminds you the Recheck uses the signed version. Greyed out means not signed yet — or signed before this feature, with the Recheck inside the original contract PDF.
Generate Recheck
Click Generate Recheck on the contract you want. The PDF downloads and is saved under that contract. Contracts signed before this feature have their Recheck inside the original contract PDF.
What the header shows
Contract #, contract signed date and the PO# in bold — or PO#: Not assigned until the office assigns it. The footer shows who generated it, when, and the version.
What is on the form
Every contract line with the contract's numbering, the contract Notes and the installer Extras block. It never shows prices, discounts, deposits or rebates.
New PO#? Generate again
After the office assigns a PO#, click Generate Recheck again to get a new version with the PO#. Earlier versions stay downloadable unchanged. Versions are shared: the quote page and the customer card show the same list.