Attach shared report to project card and update details
Attach shared report to project card and update details
Your service report PDFs arrive unlinked to project cards, delaying dispatch prep and billing. Files and builder notes are attached automatically so coordinators have context same day.
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Overview
Missing or unlinked service reports create manual follow-ups and slow billing; this flow attaches each incoming PDF to its project card and writes builder notes automatically. Coordinators and billing get file access and context the same day, reducing handoff delays.