SSF Ops — Simple Smart Field Services Operations

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Send documents by email or WhatsApp

Customer documents · Company administrator · Planned

Delivery automation has not been verified end to end.

Planned: this function is not available end to end in the supplied staging source.

Illustrative demo image of Send documents by email or WhatsApp
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Find the customer documents section in the current navigation, if your role exposes it.
  2. Delivery automation has not been verified end to end.
  3. This workflow is labeled Planned because the end-to-end action is not available in this source snapshot.
  4. Use a company administrator or the existing work-order record for the currently supported step where applicable.

Fields and controls shown in the demo

  • Recipient
  • Channel
  • Document

Guide updated 2026-09-27. Release changes must update this page and its image together.

Send documents by email or WhatsApp | SSF Ops Wiki