To eliminate paperwork loss or the amount of paperwork being passed around from tech, dispatchers, billing dept, etc., there should be a way to scan work orders or other documents and attach to each job. That way anybody within a company can look a job up in SM and can see all documents associated to that job.
by: Britney R. | over a year ago | 3 Service Management
Comments
We have just transitioned to Sage - SM, and this was a feature that was available within our old accounting software. It is a feature we greatly miss. Please work to add this feature so that we may scan directly to SM work orders, agreements, etc. and/or attach scanned document files.