{"id":4397,"date":"2023-10-11T17:58:53","date_gmt":"2023-10-11T09:58:53","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=4397"},"modified":"2025-06-19T19:19:11","modified_gmt":"2025-06-19T11:19:11","slug":"automatically-sending-checklists-pdf-to-customers","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/automatically-sending-checklists-pdf-to-customers\/","title":{"rendered":"Automatically Sending Checklists PDF to Customers"},"content":{"rendered":"\n<p>Facility and Field Service managers may need to conduct maintenance checks for specific customers. FacilityBot allows the automatic sending of the Checklist PDF to any linked <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/managing-customers\/\">customers<\/a> once a <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\">checklist<\/a> is completed.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Automatically Sending Checklists PDF to Customers\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/cL3OUBfWIKA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Allowing Automatic Sending of Checklist PDF to Customers<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Web Portal.<\/li>\n\n\n\n<li>Go to Settings, then Features.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/vBHSDbKnUvUkV0TBCnOsyxewkL1zURbXa_i5YbZx1OiVcHcZkwYNNxbqqTcNJLsoubSXIIcvmSKWyLM1AG3XMJcez_HvWLCtniVcR0UkPxIdtGDNoK8TsDoz_P7nj3LvbZhXwlJXiO_eDNh_QciDuIQ.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Turn this toggle to \u2018on\u2019 to automatically send the Checklist PDF to linked customers once the status is updated to \u2018Complete.\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/Cb8XAtUmapItFXtljCYLU1fdW5Eo614reE5LD-djOG_ccAChpe_U986KhubeT3I-sJ0wTF1oU6egh9AUYTj8jSRZpWx78JgrvPX0oEtSlZOERWxAk7YruvxGGOjS3_phwd3gwRN-Cfchztk0rqoQxrI.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If a child checklist is linked to a customer, once the status of that checklist is updated to &#8220;Complete&#8221;, based on the email address configured for that customer, an email will be sent to that customer with a link to access the PDF.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/rKWoGmuPp-P-ldeXMQKn3_CYC5rn_LWzh9z43KFN_snLRXcek5NUzCkZMQPOTgAqCmrXfOHlz-MrRJgsil4J_ieVvX4WqE0Vj79OV98ploZBjBA6CccQh48HVwUdaeF338tC7KT4_0fSWlxXsppdBRs.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/11N7jl-dX3YS0doIw7TATF8Qud5zgRafQ8w_vlF4des8t6XfedJzd8spzbXl3E5F6fkeKASvxvB-zDtXtRRORM6e5IiCob49UDo8LjhHuBn_nq1i9h_AkcOVF3wlAbiIYWWtV2Ds9fKggahMOGzQeM4.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the Customer is linked to a Requestor, the checklist PDF will be sent through the messaging channel that that Requestor used.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/YOP-7QROglr_1DFd33zSl5uBlRwKEL4F72m2Dd820zdrP_gV9fxdbKWvS7IACe_W_uz9Bpj9smsIQLy3FDWpY1Z48OlayuxMFGpO01AU49fmPVgm789V7KVcTS8Sb4gz3TbaplGUTkG3dA9BMlNjhHs.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For example, if a Requestor communicates with FacilityBot through Telegram and that Requestor is linked to a Customer, then when a child Checklist linked to that Customer is Complete, FacilityBot will automatically send a message to the Requestor through Telegram.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/R6fcnSBzEhv0uOANB9K37ZZerWoAmRxL2Z2UK9eyFjsHtBvyAaZncHIi4ukjqo6G6BtYsdtAs39JoTlrmSgG94PnVfpFG6wr_2WTGJ6X3RQc7GKEw0uj9-6cE18jmnQZpLjymQ9FaqYLwCa4V6aLuQ.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Facility and Field Service managers may need to conduct maintenance checks for specific customers. FacilityBot allows the automatic sending of the Checklist [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-4397","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automatically Sending Checklists PDF to Customers - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/automatically-sending-checklists-pdf-to-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatically Sending Checklists PDF to Customers - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Facility and Field Service managers may need to conduct maintenance checks for specific customers. 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