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Create dated appointment folder and link to record

Create dated appointment folder and link to record

Your appointment records lack a consistent folder for photos and reports, slowing post-visit handoffs. Folders are created and linked to the appointment and account for same-day access.

Create dated appointment folder and link to record

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Overview

Stop wasting time searching for photos and paperwork after a site visit. This flow creates dated appointment folders and writes master links back to both the appointment and account so project managers and customer care can find files same day.

Create dated appointment folder and link to record