For business owners: enrich jobs with badges and files

Business owners see queued jobs missing badges and files, causing quoting and scheduling errors. Jobs arrive with badges and stored files so quoting and schedules proceed without missing paperwork.

Overview

Missing badges and attachments cause quoting delays and rework for field technicians. This workflow enriches queued jobs with predefined badges and stored files so quotes and schedules proceed with complete documentation, reducing manual follow-ups and improving handoffs.

Notable Features

Attach stored files to jobs
Apply predefined badges to jobs
Notify field technicians of updates