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Create customer record and project folder from intake

Create customer record and project folder from intake

Your intake form submissions stall when records and folders aren't created, delaying site audits and agreement setup. Create records and folders so your operations team can begin site audits the same day.

Create customer record and project folder from intake

Overview

Intake forms that go unprocessed create manual busywork and slow installs. This flow converts each submission into a project-ready record, a standard folder structure, and a contact for agreements so operations can begin site audits the same day.

Create customer record and project folder from intake