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Create customer onboarding records for billing and install teams before first install

Create customer onboarding records for billing and install teams before first install

Your onboarding form submissions arrive without structured billing or task records, causing delayed invoicing and installer confusion. Customers get receipts and contracts while ops receive project cards so teams act before the first install.

Create customer onboarding records for billing and install teams before first install

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Create customer onboarding records for billing and install teams before first install