Send completed test sheet to billing and save
Send completed test sheet to billing and save
Your completed test and commissioning sheets often stay only in the signer, delaying billing without the signed paperwork. They are saved to shared drive and emailed to billing so invoices proceed same day.
Overview
When signed commissioning sheets sit in the e-sign tool, billing gets blocked and invoices are delayed. This flow saves each signed PDF to the shared drive and emails billing and project managers so invoices can be issued the same day.