Attach service PDFs to customer accounts on submission
Attach service PDFs to customer accounts on submission
Your completed service forms arrive as PDFs without a linked account, causing billing and dispatch delays. Links each PDF to the matching account so field teams and billing get files same day.
Overview
Unattached submission PDFs force billing and crews to hunt for paperwork, delaying collections and dispatch. This flow pins each submitted PDF to the correct customer record so operations and billing have the needed files same day.