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Create and send client contract from new job

Create and send client contract from new job

Your new or updated job records often don't trigger client contracts, causing authorization delays and postponed restorations. Contracts are sent for signature so jobs start same day.

Create and send client contract from new job

Overview

When a qualifying job is entered, this flow turns the record into a ready-to-send public adjuster contract and mails it to the client immediately. That removes manual prep for owners and office staff and drives signatures same day so crews can mobilize without billing delays.

Create and send client contract from new job