Create carpet installation checklist for new site projects

When new site projects lack a standard checklist, crews miss inspections and documentation at handoff. The checklist is added automatically so teams have pre-install guidance on day one.

Overview

Missed pre-install checks and inconsistent handoffs drive costly rework and delays. This flow attaches the carpet installation checklist to matching projects at intake, giving project managers and crews the right steps and photo prompts before the first site visit. That means fewer callbacks and clearer site readiness on day one.