Save completed service PDFs to client job folders
Save completed service PDFs to client job folders
Your completed service form PDFs sit in inboxes or local drives, leaving dispatch and billing without reports for invoicing. Get those reports into client job folders for same-day invoicing.
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Overview
Missing service PDFs stall invoicing and create unnecessary follow-ups; this flow ensures each completed form becomes a named PDF in the correct client and job folder automatically. Your ops and billing teams get the final report within minutes, enabling same-day invoicing and faster customer follow-up.