Attach signed document to job and update record
Attach signed document to job and update record
Your signed PDFs are not attached to job records, leaving dispatchers and billing without contract context. Teams can schedule and invoice same day when PDFs and notes are attached to the job.
Overview
Signed work orders that aren’t linked to jobs create wasted calls and delayed invoices for dispatch and billing. This flow attaches the signed PDF, adds a timestamped note, and flags the job so teams get contract context and can act same day.