Packet Generator
HHC
CBRE
MERGE
Admin
Connecting...
Step 1 — Sage Invoice
HHC
📄
Drop Sage invoice PDF here or click to browse
Raw Sage output — will be converted to formatted invoice
Invoice #
Invoice Date
Customer ID
Amount
Location (matched)
--
Bill To (matched)
--
Purchase Order
--
Work Tickets
📄 Select Files
📁 Select Folder
Add a second group of tickets?
Group 2
📄 Select Files
📁 Select Folder
Preview
⬇ Export PDF
📋
Upload Sage invoice to generate preview
Settings
CBRE
Packet Type
Labor
Materials
Signer
-- Select signer --
Sage Invoice
📄
Drop Sage invoice PDF here or click to browse
Included as-is on page 2 of the packet
Estimate #
Invoice Date
Amount
Hospital (matched)
--
Supporting Documents
Upload work tickets (Labor) or vendor invoices (Materials)
📄 Select Files
📁 Select Folder
Preview
⬇ Export PDF
📋
Upload Sage invoice to generate preview
Files
MERGE
📄
Drop PDF files here or click to browse
Files will be merged in the order shown below
📄 Select Files
📁 Select Folder
No files added yet
Preview
⬇ Export PDF
📋
Add files to generate preview
Locations
Bill To
Purchase Orders
Signers
+ Add Location
Name
Technicians
Customer
Status
+ Add Address
Company
Customer ID
Address
Type
Status
+ Add PO
Bill To
PO Number
Date
Status
Notes
+ Add Signer
Name
Title
Status
Add