Business owners: keep installation PDFs on customer accounts
Business owners: keep installation PDFs on customer accounts
Business owners miss installation PDFs on customer accounts, creating gaps before service scheduling. All submitted PDFs attach to the matching customer account so operations have central records.
Overview
Missing installation PDFs create scheduling friction and audit exposure for operations. This workflow ensures every submitted PDF lands on the matching customer account, giving operations centralized records and preventing missing documentation during service scheduling.
Notable Features
- Attach PDFs to customer accounts
- Match submissions to account records
- Notify operations of unmatched submissions