[pjb]

Don't discount the value of Finder, even if Apple wants you to forget it is there, for file storage and organization. Link a folder from Finder containing service records sorted by date with the most recent at the top to a repeating action in OF by just dragging (you'll see the black curved arrow). Double-click on the link when you want to follow through on that action. While I haven't done this myself, I suppose you could do the same with a folder stored on DropBox, or Google Drive, or iCloud. I wonder if such a link would work from my iPhone.