Create client project folders and link to contact record
Create client project folders and link to contact record
You lose time when contacts lack project folders, leaving job documents scattered and crews unprepared. Create client project folders and attach the folder link to the contact for same-day access.
Overview
When contacts come in without a project folder, crews hunt for documents and schedules slip. This workflow creates a standardized project folder and attaches the link to the contact so project managers and installers get same-day access to job files.