Create client folder hierarchy for retrofit survey deals
Create client folder hierarchy for retrofit survey deals
When retrofit survey deals are flagged, missing folders scatter photos and documents and delay team prep. Get a prebuilt folder tree so coordinators and IT can start intake and reviews same day.
Overview
Eliminate last-mile folder setup and give coordinators a ready project workspace the moment a deal is marked for retrofit survey. This reduces manual handoffs and gets intake and reviews started same day.