Create handover record and upload completed PDF to system
Create handover record and upload completed PDF to system
When completed handover PDFs arrive untracked, your coordinators can't find paperwork and billing lacks invoice-ready files. You get a handover record and attached PDF available to operations same day.
Overview
Missing handover paperwork stalls installs and delays billing. This flow captures each completed handover, creates a table record, and attaches the PDF so coordinators and billing have the file and record available same day.