Send completed job work receipt to site and customer
Send completed job work receipt to site and customer
Your finished jobs often lack a receipt, delaying billing and leaving customers and site teams unclear. Receive a PDF attached to the job and emailed to customer and site contacts same day.
Overview
Stop chasing paperwork after crews leave the site — this flow generates a branded work receipt and gets it into customers' hands as soon as a job closes. Service managers and billing staff receive the same PDF attached to the job and emailed to stakeholders the same day, reducing follow-ups and speeding invoice turnaround.