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Create service report document and attach to project record

Create service report document and attach to project record

Your service forms often lack photos and structured reports, delaying closeout. Create a formatted report from submissions and attach it to the project record for same-day crew and billing access.

Create service report document and attach to project record

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Overview

Stop letting field notes and photos live in inboxes or on phones. This flow turns every service completion form into a standardized report and attaches a PDF to the project record, giving crews and billing a complete file same day.

Create service report document and attach to project record