Create maintenance document records from channel file uploads
Create maintenance document records from channel file uploads
Your boiler maintenance messages and attached reports pile up in the channel, leaving visits undocumented and delaying invoice prep. Get versioned records for each visit before the next billing run.
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Overview
When maintenance photos and reports sit only in chat threads, handoffs and billing stall. This flow captures files, versions them, uploads to central storage, and records entries for program coordinators—so visits are audit-ready and invoices can be prepared same day.