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Does someone have a good solution or a best practice to collect before and after photos of jobs and to move pdf documents to techs, have them filled out and or signed

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Grill Chef
Grill Chef

Does someone have a good solution or a best practice to collect before and after photos of jobs and to move pdf documents to techs, have them filled out and or signed

We have a need to take before and after photos, and to send them to customers when work is completed.  Also we have a need to get technicians specific forms related to specific jobs and or work orders and to have them filled out and or signed.  Then we need the docs transmitted back to the office and living in servicemax.  Additionally we send an email to the customer when completed and include the photos and the signed documents and the invoice.

Looking for a better way.  Currently we are using SMAX to enter the data and create the work order and then two other programs to move pics and docs and to have other docs filled out when needed.

Does anyone do something like this?  Would love to hear ideas of how to make this process better.

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