SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Work-order PDF and email

Work orders · Company dispatchers and assigned field staff · Available

Download a branded A4 work order and review an email attachment.

Illustrative demo image of Work-order PDF and email
Illustrative demo based on current source fields. No customer data or staging screenshot.

Notes

  • PDF and email do not complete a job.
  • Partner PDFs contain direct-party job details; private relay chains and attendance are excluded.
  • Work times use the issuing company timezone.

How to use this function

  1. Open Work orders, view the job, then select Work order PDF / email. Partner work has the same action in its detail window.
  2. Check the company identity, job location, schedule and full scope in the A4 preview.
  3. The issuer’s Company profile layout is used, including uploaded Custom header/footer. A small light SSF OPS credit sits at bottom right.
  4. Download PDF or use Print / Save PDF. Field staff see only authorized assigned work.
  5. An authorized issuer can select Send by email, review the recipient, message and attachment, then confirm and send.
  6. Check Email history and Mailpit during staging. An uncertain result must be checked before preparing another email.
  7. Download PDF preserves the reference-based filename. Print uses the same document title, but Microsoft Print to PDF may request a filename; use Copy filename and paste it in the save dialog.

Fields and controls shown in the demo

  • Work reference
  • Job scope
  • Location / contact
  • Schedule
  • Assigned team / equipment
  • Recipient email

Guide updated 2026-10-08. Release changes must update this page and its image together.

Work-order PDF and email | SSF Ops Wiki