Construction managing directors assign onboarding tasks when deals close

Managing directors in construction see signed deals fail to spawn job tasks, delaying site starts. Template tasks route to ops with deal refs so delivery begins faster.

Overview

Missed handoffs after deal close stall site starts and complicate billing for construction firms. This workflow turns signed deals into pre-populated project tasks routed to ops, creating a clear audit trail in your operations report and letting delivery teams begin onboarding without delay. Expect elimination of common handoff gaps and consistent job intake.

Notable Features

Create project tasks from deals
Assign tasks by deal stage
Log tasks to operations report