Create final customer folders and add reference links
Create final customer folders and add reference links
Your booked tasks often lack a final documentation folder, forcing coordinators to search for deliverables. Coordinators receive a ready folder and share link to complete handoffs the same day.
Overview
When booked jobs hit your project board without a file location, coordinators lose time hunting for deliverables and handoffs stall. This flow creates a final documentation folder and records a share link so coordinators and billing staff can complete handoffs the same day.