Create site-photo PDF and save to customer account record
Create site-photo PDF and save to customer account record
Your site form photo submissions are unstandardized and not linked to the account, leaving crews without context. The workflow builds a single A4 PDF of photos and saves it to the account for pre-visit review.
Overview
When site photos arrive as scattered form links they rarely make it into the CRM, slowing planning and installation. This flow compiles photos into a branded A4 PDF, attaches it to the account, and publishes a share link so project managers and business development can review site context within minutes before the next visit.