Construction project coordinators: centralize field maintenance and billing records

Project coordinators juggling multiple job sites lose maintenance submissions and PDFs, stalling invoicing. This workflow adds each submission and PDF to a centralized project sheet, ensuring complete billing records.

Overview

Construction project coordinators risk invoicing delays and disputed site charges when maintenance forms and PDFs go missing. This workflow captures every submission and attaches the PDF to a centralized project sheet, eliminating missing documentation and enabling invoicing to proceed without gaps. The result is cleaner billing records and smoother handoffs to finance.

Notable Features

Create project-sheet rows from forms
Attach submitted PDFs to rows
Flag incomplete fields for review