Keep signed service sheets filed and job status updated

Operations coordinators processing signed service sheets lose PDFs and stall job status, misaligning field crews. It moves PDFs into job folders and updates the tracker so crews see completion quickly.

Overview

Manual handling of signed service sheets leads to lost PDFs and stalled job statuses, which misaligns field coordinators and delays completions. This workflow routes each signed PDF to the correct job folder and updates your central tracker so field coordinators get immediate visibility, manual follow-ups stop, and status gaps disappear.

Notable Features

Move signed PDFs to job folders
Update central job tracker row
Notify field coordinators of completion