Attach floor plan links to contact records for follow up
Attach floor plan links to contact records for follow up
Your floor plan attachments arrive without linked contacts, leaving records incomplete and crews missing plan context. Link files to contacts so dispatch and sales access plans same day.
Overview
Siloed floor plan files create friction between sales and dispatch and slow down quoting. This flow attaches each incoming plan to the correct contact and flags it as a lead so teams can access plans and schedule jobs same day.