Add new initial visit rows into the project tracker
Add new initial visit rows into the project tracker
Your initial-visit spreadsheet rows miss structured triage, leaving crews without context. Sync those visit notes into your project tracker so teams can triage and mobilize same day.
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Overview
Intake rows for initial visits often land untriaged in your sheet, leaving project managers scrambling and crews under-prepared. This flow captures each new row and updates or creates a project record so coordinators and crew leads see structured notes and status within minutes.