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Create client project and invoice from intake form

Create client project and invoice from intake form

Your intake form responses create manual setup and scheduling gaps for property remediation jobs. It creates client records, a project with checklists, and a draft invoice so work starts same day.

Create client project and invoice from intake form

Overview

Intake forms that sit untriaged cost you days of setup and slow down crew dispatch and billing. This flow turns each submission into a project, contact, and draft invoice within minutes so your ops team can schedule and start work same day.

Create client project and invoice from intake form