Add site survey sign-offs to contractor tracking sheet
Add site survey sign-offs to contractor tracking sheet
Your site survey sign-offs aren't captured centrally, delaying deal reconciliation and contractor billing. Recording each submission to the tracking sheet lets sales ops reconcile and invoice same day.
Overview
Form sign-offs often miss the central tracker and force manual reconciliation. This flow captures each submission and appends it to your contractor tracking sheet so sales ops can reconcile deals and invoice same day.