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Create client project and schedule prep demo event

Create client project and schedule prep demo event

Your signed contracts arrive unstructured, slowing dispatch and holding up insurance billing. Creates an intake record, project, prep demo event and a welcome email so teams can act same day.

Create client project and schedule prep demo event

Overview

Signed contracts often sit idle while intake and scheduling happen manually; this flow creates the client record, a photo-ready job, a scheduled prep/demo, and a customer welcome email automatically. That means crews, dispatch, and billing have site context and customer notice the same day, eliminating manual handoffs.

Create client project and schedule prep demo event