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Create and attach retail authorization PDFs to tasks

Create and attach retail authorization PDFs to tasks

Your tasks lack retail authorizations and completion forms, delaying billing and dispatch. The workflow creates and attaches signed PDFs so crews and billing have paperwork ready same day.

Create and attach retail authorization PDFs to tasks

Overview

Eliminate manual paperwork bottlenecks by auto-generating and filing retail authorization and completion PDFs from task updates. Your dispatchers and billing staff will have signed documents attached to job records within minutes, enabling same-day invoicing and fewer dispatch delays.

Create and attach retail authorization PDFs to tasks