Get the paperwork out of the truck
Text Patch, an AI operator, a receipt photo to add it to a ledger, or send a spreadsheet for it to work from. Receipts and signed work authorisations need your site’s database switched on at setup.
Keep receipt photos in one list
A receipt photo sent by text becomes an entry in a ledger you can see in your site’s admin area. Ask by text for the month’s total when you need the number.
Start with the receipt on your phone, rather than leaving the paper in the truck. The result is a receipt ledger and a total you can ask for in the same conversation.
Use the spreadsheet you already have
Send the PDF, spreadsheet or Word file you already keep. Patch reads it and works from it, and can return a CSV or Excel file.
For a stock sheet, the task might be sorting by quantity so the lowest stock comes first. The exchange below shows that request and the Excel file returned with the order checked.
Get the customer’s name on the work authorisation
A waiver or work authorisation can go to the customer by link. They type their name on the page, that entry is recorded, and a signed PDF is kept.
This gives you the signed document to keep with the job. The signature recorded here is the name the customer typed into the page.
Get a PDF ready to print
Ask for a flyer, table tent, QR code or sticker. Patch returns a checked PDF ready to print in the same reply.
The file is what comes back to you. You arrange the printing and any mailing.
Where it stops
The receipt ledger does not do your accounts or advise you about taxes. A typed name records what was entered without verifying who entered it or certifying the document’s legal effect. File support is limited to six types, up to 10 MB, and does not include handwritten material.
Try a demo with a spreadsheet, or text Patch about the paperwork you keep.