Send completed service reports to client by email
Send completed service reports to client by email
Post-session reports often sit unshared when emails are missing or issues are flagged. It sends the finalized PDF to the client so coordinators can start follow-up same day.
Overview
When post-session reports sit unshared, coordinators scramble and clients wait for next steps. This flow turns completed inspections into delivered PDFs and gets them to clients within minutes so your team can begin same-day follow-up.