Upload work order attachments into central job folders
Upload work order attachments into central job folders
Work order attachments stuck in CRM records delay billing and field handoffs. Files are copied to central job folders and the source record is flagged, giving coordinators access same day.
Overview
When attachments remain only in CRM records, billing and field teams wait for paperwork and work queues stall. This flow copies files into your central job folders and flags the source record so coordinators and billing staff can act same day.