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Create client records, property, and invoice on close

Create client records, property, and invoice on close

When a deal closes without structured client, property, and survey records, coordination stalls and invoices get delayed. You get records, a survey entry, and an invoice ready same day.

Create client records, property, and invoice on close

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Overview

Manual handoffs after a won deal fragment delivery and delay billing. This flow converts a closed deal into client and property records, a scheduled survey entry, a project folder, and an invoice—ready same day—so coordinators and billing staff can act immediately.

Create client records, property, and invoice on close