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Create and send inspection engagement document for leads

Create and send inspection engagement document for leads

New inspection leads often arrive without a signed engagement, stalling scheduling and delaying invoicing. Send completed agreements automatically so jobs can be booked and invoices issued same day.

Create and send inspection engagement document for leads

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Overview

Leads that lack signed inspection agreements block crews and postpone invoices. This flow creates and sends engagement documents as soon as a qualifying lead is entered, so admins can confirm bookings and issue invoices the same day.

Create and send inspection engagement document for leads