Automated backups of job documentation

Purpose

1.1. Ensure all job documentation (work orders, photos, invoices, service reports) for appliance repair is automatically and securely backed up without manual intervention.
1.2. Centralize historical records compliance and guarantee audit readiness per regulatory standards.
1.3. Protect business from data loss, accidental deletion, system failures, or staff turnover.
1.4. Enable rapid disaster recovery and improved team collaboration by safeguarding up-to-date files.

Trigger Conditions

2.1. New job documentation file is uploaded/modified in designated source folder or drive.
2.2. Job closed/status updated in the field service management (FSM) platform.
2.3. Completion of work report signed electronically or uploaded.
2.4. Scheduled (end of shift/day/week) backup time reached.

Platform Variants

3.1. Google Drive
• API: Files: create, Files: update — Set to trigger on new/modified files in job docs folder, auto-upload to backup drive/folder.
3.2. Microsoft OneDrive
• REST API: /drive/root:/backup:/children — Configure automated file copy on file arrival in monitored folder.
3.3. Dropbox
• API: /files/upload — Trigger backup task for new or updated documentation in specific project folders.
3.4. Box
• API: POST /files/content — Watch for job document creation and schedule upload to archive folder.
3.5. Amazon S3
• API: PutObject — Transfer files to S3 backup bucket when source detects a new service report.
3.6. Azure Blob Storage
• API: Put Blob — Mirror FSM or internal drive documentation to designated blob container.
3.7. FTP/SFTP Servers
• Protocol: STOR — Upload new or changed files to remote server upon detection.
3.8. Nextcloud
• WebDAV: PUT — Monitor job documentation directory and copy to Nextcloud backup repository.
3.9. Zoho WorkDrive
• API: POST /files/upload — Automate backup of field reports to company WorkDrive workspace.
3.10. Egnyte
• API: POST /fileops/upload — Set rule for periodic batch upload of service documentation.
3.11. SharePoint Online
• REST API: /_api/web/GetFolderByServerRelativeUrl — Backup job records from FSM or team folder to SharePoint library.
3.12. pCloud
• API: uploadfile — Copy new documentation as files are saved to workgroup pCloud storage.
3.13. Synology NAS (DSM)
• File Station API: upload — Script job documentation folder sync to NAS backup share.
3.14. Backblaze B2
• b2_upload_file — Push recent job files to B2 backup bucket at scheduled intervals.
3.15. Wasabi
• S3 API: PUT Object — Trigger when documentation folder is updated, upload to Wasabi object storage.
3.16. Mega
• API: uF (upload file) — Automatically upload new job-related documentation to secure Mega cloud.
3.17. Citrix ShareFile
• API: /Items(fileId)/Upload — Backup job documents immediately after initial upload or change.
3.18. Filebase
• S3 Compatible API: putObject — Sync job documentation to Filebase for immutable, decentralized backup.
3.19. Jotform
• API: Form Submissions/Download — Extract completed applaince service form PDFs and auto-backup to cloud repo.
3.20. Smartsheet
• API: Attachments — Detect new file/multimedia attachments to job rows, auto-backup to chosen storage.
3.21. Airtable
• API: Attachments field — Monitor records in job docs base, extract file attachments, auto-save to backup drive.
3.22. ServiceTitan
• API: Jobs/ExportDocuments — Export and backup all post-job documents after job status is set to closed.

Benefits

4.1. Eliminates manual backup, reducing human error and missing records.
4.2. Ensures legal, contractual, and regulatory compliance for records retention.
4.3. Accelerates disaster recovery and business continuity.
4.4. Improves team access to all historical job documents for training, quality, and dispute resolution.
4.5. Enables scalable storage with version control and audit logs.
4.6. Enhances data security with encrypted transfer and storage.