Service Operations
Hub

All field documentation tools in one place. Select a tool to get started.

Available Tools

Active

📋

Work Order Generator

Select a calendar event and auto-fill a complete service work order. Rich text summaries with image support, auto labor rows, exports to .docx.

Outlook Calendar Rich Text .docx Export

Open Tool →

Active

📅

RTG Calendar Invite

Import a customer intake PDF and generate a properly formatted Outlook calendar invite matching RTG standards.

PDF Import Outlook Invite

Open Tool →

💰

Expense Report

Generate expense reports from field data and receipts. Auto-categorize and export to company standard format.

Receipts Auto-categorize

Coming Soon →

📅 Outlook Calendar

Start

End

Select a date range above to load your calendar events.

🏢 Customer & Site

Customer Name

Purchase Order #

Service Agency

Service Technician

Service Agency Order

Product Line

System / Serial #

Contact Name

Contact Phone

Contact Email

Service Address

Scope of Work

📝 Summary

Paste images directly (Ctrl+V) or use 🖼 in the toolbar

🔄 Required Follow Up (If Applicable)

Paste images directly (Ctrl+V) or use 🖼 in the toolbar

⏱ Labor Entry

Date	Day	Std Reg	Std OT	Std Hol	Nxt Reg	Nxt OT	Nxt Hol	2nd Reg	2nd OT	2nd Hol	Notes

🔩 Parts

Select from Parts Catalog

Part #

Description

Serial(s)

Qty

Part #	Description	Serial(s)	Qty

📄 Generate Work Order

File name: {ServiceAgencyOrder} {Customer} {Date}

🧾 Receipt PDFs (Optional)

Add receipt PDFs to merge and download as {ServiceAgencyOrder}_Receipts.pdf alongside the work order.

📎 Click to add PDFs

No PDFs added yet.

✅ Form Summary

Service OperationsHub

Service Operations
Hub