Keep engineering job packets up to date from service updates

Engineers update service records and risk misplaced job paperwork, causing rework. It creates a filled work sheet PDF and files it to the client folder so crews receive accurate job packets.

Overview

Engineers recreating job packets lead to rework and delayed field service. This workflow generates and files standardized work sheet PDFs into the right client folder and notifies crews, eliminating misplaced paperwork so coordinators and technicians receive accurate job packets and response times drop dramatically.

Notable Features

Create PDFs from updated records
Save files to client folders
Attach job packet to service record