Generation of job compliance certificates

Purpose

1.1. Automatically generate job compliance certificates upon completion of antenna service tasks, ensuring regulatory adherence, easy audit trails, and delivery to stakeholders.
1.2. Capture installation details, compliance checks, technician sign-off, customer acknowledgment, and regulatory reference for Aerial System jobs.
1.3. Digitally store, distribute, and archive compliance certificates linked to project/job references for legal, client, and internal QA purposes.

Trigger Conditions

2.1. Job marked as completed in field service system.
2.2. Compliance checklist submitted and passed QA.
2.3. Required images and signatures uploaded to project folder.
2.4. Scheduled periodic trigger for outstanding certificate generation.
2.5. API webhook received from job/task management tool confirming completion.

Platform Variants

3.1. DocuSign
• Feature: Envelope Creation API — Auto-create document, route for electronic signatures, deliver PDF via email.
3.2. Adobe Acrobat Sign
• Feature: REST API Agreements — Create compliance doc workflow, auto-send for signing, archive signed certs.
3.3. Zapier
• Feature: Webhooks & PDF Creation — Fetch job info, merge with template, upload to cloud storage.
3.4. Google Drive
• Setting: Drive API ‘Files Create’ — Store new certificate PDF, set permissions, notify folder watchers.
3.5. Dropbox
• Setting: File Requests API — Route signed/completed certificate to compliance directory.
3.6. Microsoft Power Automate
• Setting: Automate flow with “Create file (OneDrive)” for certificate archival.
3.7. Formstack Documents
• Feature: Document Generation API — Populate compliance data, auto-generate PDF, email to stakeholders.
3.8. Jotform
• Feature: PDF Editor/Submission Webhook — Generate certificate from form responses, email, auto-upload.
3.9. ServiceNow
• Setting: Business Rule Trigger — On job closure, spawn certificate generation record/task.
3.10. Salesforce
• Feature: Process Builder/API — On Job status = Complete, generate signed compliance document, attach to opportunity.
3.11. Monday.com
• Feature: Automation Recipe — When item status is “done”, call external API to generate and attach certificate.
3.12. Smartsheet
• Feature: Document Builder — Link completion row to template, output PDF with job fields.
3.13. PandaDoc
• Feature: Document Automation API — Inject job data, send certificate for e-signature, auto-archive.
3.14. HelloSign (Dropbox Sign)
• Setting: Signature Request API — Prepare compliance cert, assign signers, deliver upon completion.
3.15. AWS Lambda
• Feature: Event-driven PDF generation microservice, archive in S3, notify via SNS.
3.16. Azure Logic Apps
• Setting: Workflow to detect job completion, auto-generate, and route certificate via email and OneDrive.
3.17. Box
• Feature: File Upload API — Upload finished certificate, set retention, share or assign access rights.
3.18. Airtable
• Setting: Script/Automation — When record meets compliance, auto-generate and attach certificate in record.
3.19. Notion
• Feature: API Integration — Log completed certificates, attach file to database property.
3.20. Slack
• Feature: Incoming Webhooks — Notify compliance team channel with generated certificate and job reference.
3.21. Make (Integromat)
• Feature: Scenario to map job data, populate template, deliver PDF, log status in database.
3.22. Quickbase
• Feature: Automations — Upon job finalization, create certificate document and store in corresponding job record.
3.23. Google Workspace (Apps Script)
• Setting: Script that parses Google Form/job data, merges template, saves as PDF, emails stakeholders.

Benefits

4.1. Reduces manual effort, minimizes errors, and delivers faster certification for every job.
4.2. Ensures consistent documentation and easy retrieval for audits or regulatory compliance.
4.3. Provides secure, digital traceability linked to individual projects and clients.
4.4. Automatically shares certificates with all relevant parties, boosting customer satisfaction and regulatory trust.