Add customer rows from completed HVAC service reports
Add customer rows from completed HVAC service reports
You get completed service reports with scattered customer and equipment details that slow invoicing. Adds each form to the master customer sheet so dispatch and billing have full records same day.
Overview
When completed service reports aren't captured in the master sheet, dispatch and billing waste time chasing details. This workflow turns each submitted form into a structured master row, giving coordinators full customer and equipment records the same day.