Create completed site drawing record in CRM system
Create completed site drawing record in CRM system
Your field drawing captures arrive unstructured and leave appointments missing pricing, notes, or push status. Gain consistent appointment and pricing records so billing and dispatch can act same day.
Workflow preview:
Zap details:
Overview
If field drawing captures aren't structured into CRM, dispatch and billing teams spend hours reconciling. This flow converts field payloads into complete, linked drawing records and pricing snapshots so billing can close same day and dispatch works with full context.