Receipt for Work Completed

Michael Kingsbury

I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed.

Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to the site and after scan and email to the correct people. Then it is sent to the client.

Solution? Attached is a Doc of what tables need to be filled out. I wanted to use SS Forms to gather data for our electricians and make it easier. Form 1 gathers the yellow portion of the document. After being submitted it, auto loads form two. Which gathers equipment being tested and will auto reload

After all is done my thought is to use a join function or parent/ children function to add all like items together in a cell separated by a newline character all in the same row.

My problem is how to send that info into a template while looking neat and clean.

Thought about using a report and then sending the report as a read only but i would like to have it so that we could get a signature via PDFFiller or something.

Thoughts? Ideas?



Thanks!!!!

Michael

Andrée Starå

Hi Michael,

I would recommend that you take a look at DocuSign because with it you could send the receipt and ask for a signature or approval at the same time.

Another great option is the Googe Doc integration.

With both of these, you will get the specific work order / signed document attached to the row where the information came from.

Would any of those options work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Michael Kingsbury

We have looked at docusign and it is great. I am hoping to have the minimum input required. I want to make it easier not more complicated. Another hurdle is that I would of liked for it to be dynamic in a sense that no matter if they test 3 things or 10 they do not need to change their workflow per say.



I know I am asking for a most ideal but I think it could be possible.

I am thinking now that I should make one big form going from top to bottom filling everything out including the max equipment for a page. (LONG form) and from there i could do the docusign once completed by the supervisor.

Andrée Starå

You could also use AppSheet, Google Forms, WebMerge, Formstack or some other third party integration.

I have clients using a very long form to fill out everything, and it works great.

I think that the easiest way would be to use a long form together with DocuSign

Andrée Starå

Another option could be to use a sheet instead.

Would that work?

Best,

Andrée

Michael Kingsbury

Great Ideas I think the long form with docusign would work the best.

Thanks!

Andrée Starå

Thanks!

快乐to help!