Construction finance directors: keep inspection files auditable and linked
Construction finance directors: keep inspection files auditable and linked
Finance directors find inspection PDFs lost in inboxes, causing audit gaps and billing disputes. This flow files checklists to project folders and alerts managers, ensuring auditable records.
Overview
Construction finance directors face audit gaps and billing disputes when inspection files are scattered. This workflow guarantees every completed checklist is stored with a standardized filename and linked to the project record, giving finance and project managers auditable, job-linked files and fewer follow-up queries.
Notable Features
- Save completed checklists to project folders
- Standardize filenames for audit trails
- Alert project managers on completion