Update work status after new report file uploads to site
Update work status after new report file uploads to site
Your field service report files land in a shared folder without a linked record, delaying work closure and billing preparation. This keeps program coordinators' records current and closes jobs same day.
Overview
When field reports land in folders without linkage, closeouts and billing stall and coordinators waste time searching. This flow attaches the file to the right record and marks work complete so your team can finalize jobs and start billing the same day.