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Create client and project records from inspection form

Create client and project records from inspection form

Your inspection form submissions often arrive without structured client, address, and project records, delaying bookings and followup. They get recorded and sent to coordinators for same-day scheduling.

Create client and project records from inspection form

Overview

When inspection requests come in as free-form entries, your team wastes time reconciling contact and property details before scheduling. This flow creates linked client, address, and project records automatically and routes them to coordinators so leads are ready for same-day scheduling and qualification.

Create client and project records from inspection form