Update service case and attach report PDF from submission

Your service reports often arrive unrecorded, leaving cases missing service dates and PDFs and delaying handoffs. It delivers updated cases, service dates, and attached PDFs to onboarding and tech teams same day.

Update service case and attach report PDF from submission

Overview

Field reports should update the case record automatically so onboarding and technical teams have the full context at hand. This flow reduces manual entry, ensures the service date and report PDF are on the Case, and gets follow-up tasks to owners same day for faster resolution.

Update service case and attach report PDF from submission