Send completed site inspection to client and archive

Your completed site inspections often go unfiled or unsent, delaying billing and project closeout. Signed reports are emailed to the client and archived automatically, keeping billing on schedule.

Overview

Signed site inspection checklists are critical source documents for billing and compliance, but they often sit unfiled or unshared. This workflow delivers the signed PDF to the client and your operations inbox and archives it automatically, ensuring billing and compliance happen within minutes of completion.