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Create client survey records from van submissions

Create client survey records from van submissions

Your van survey submissions arrive unrecorded, leaving project coordinators without follow-up context. They become structured intake records for project managers to review and act on the same day.

Create client survey records from van submissions

Overview

When mobile van survey responses sit unrecorded, coordinators lack the context needed for timely follow-up. This workflow turns each submission into a structured intake record so project managers can triage and act the same day, improving response speed and reporting readiness.

Create client survey records from van submissions