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Create site work records and attach PDFs from submissions

Create site work records and attach PDFs from submissions

Your field work submissions arrive unlogged, delaying billing and crew scheduling. It creates sheet rows with attached PDFs so coordinators can invoice and schedule same day.

Create site work records and attach PDFs from submissions

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Overview

Field submissions often arrive without consistent logging, which blinds billing and schedulers to completed site work and slows invoicing. This flow captures each submission as a structured site record with the completed PDF attached, so coordinators can invoice and schedule same day.

Create site work records and attach PDFs from submissions