Send completed service report to assigned field teams
Send completed service report to assigned field teams
Your completed service PDFs sit unlinked to work orders, leaving techs and billers without context. This delivers the report to the correct assignee and billing inbox so invoicing can begin same day.
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Overview
Finished service reports should trigger immediate action, not sit in a folder. Route each completed PDF to the right dispatcher or billing inbox so assignments happen faster and invoices can be started the same day. This reduces manual chasing and improves field-to-billing handoffs.