Create service request folders and update request records
Create service request folders and update request records
When service requests lack folders, your technicians waste time finding files and handoffs stall. It creates year-based folders and updates the record so teams can find files same day.
Overview
Stop losing time to ad hoc file locations — every incoming service request produces a standardized folder and the request record is updated with folder links so technicians and dispatchers can find files the same day. That reduces triage friction and gives engineering teams immediate access to required documents within minutes of intake.