Create calibration certificate and email customer with reminders
Create calibration certificate and email customer with reminders
Your completed calibration cards often lack certificates, leaving customers without proof and staff searching for files. It creates and emails the certificate to the customer, and schedules timely recalibration reminders.
Overview
When completed service cards don't produce certificates, customers call and compliance paperwork slips. This flow generates a certified PDF and emails it to the customer within minutes, while creating a follow-up task to queue recalibration reminders ahead of the due date.