Business owners: keep service reports attached to appointments
Business owners: keep service reports attached to appointments
Business owners lose completed service reports from appointment records, risking billing delays. Attach PDF links to the matching appointment so operations staff can find reports quickly.
Overview
When completed reports go missing, business owners face billing gaps and unclear job histories. This workflow stores every PDF in a central folder and appends its share link to the matching appointment, eliminating lost files and ensuring operations staff find reports quickly.
Notable Features
- Upload PDFs to central storage
- Attach share links to appointments
- Find matching appointment record first