Update job summaries from completed service tech forms
Update job summaries from completed service tech forms
Your completed tech forms aren't added to job records, leaving dispatch without full service notes. This appends form details into job summaries so dispatch and billing see full notes same day.
Overview
For heads of dispatch in mid-market service contractors, missing technician form details slow down billing and next-day scheduling. This flow consolidates completed form entries into the job record in minutes so dispatchers and billing always see full service context the same day.