Create service request PDF from new task and attach
Create service request PDF from new task and attach
Your service tasks lack formal work orders, leaving coordinators missing scope and attachments. Teams receive a standardized PDF attached to the task so they can approve and schedule work same day.
Overview
When a maintenance or facilities task is created, it often lacks a shareable work order, forcing coordinators to chase details. This flow turns each new task into a standardized PDF and attaches it to the task so your coordinators can approve and schedule work the same day.