Send regulatory PDFs when a job is scheduled
Send regulatory PDFs when a job is scheduled
When scheduled jobs lack a customer email, required regulatory paperwork doesn't reach homeowners. Send PDFs and add a job note so compliance and dispatch have proof same day.
Overview
Jobs scheduled without contact details often leave crews missing required paperwork and expose you to compliance gaps. This flow either delivers the regulatory PDFs to the customer or logs a job note so compliance and dispatch have proof the same day.