Create a folder in Google Drive, find a user in Service Provider Pro, and update client information

Create dedicated folders for each new client in Google Drive and update their information in Service Provider Pro. This accelerates client onboarding and keeps your records organized and up-to-date.

Create a folder in Google Drive, find a user in Service Provider Pro, and update client information

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Overview

Create dedicated folders for each new client in Google Drive and update their information in Service Provider Pro. This accelerates client onboarding and keeps your records organized and up-to-date.

Create a folder in Google Drive, find a user in Service Provider Pro, and update client information