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Create folders and schedule installs from new invoices

Create folders and schedule installs from new invoices

Invoices for custom projects often lack a shared project folder and install date, stalling production handoffs. Folders, an email with PDFs, and an all-day install event are created automatically.

Create folders and schedule installs from new invoices

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Overview

When an invoice for a custom build is issued, manual folder creation and scheduling slow production and risk missed install dates. This flow creates a project folder, emails the customer with PDFs, and adds an all-day install event so installers and coordinators have everything organized the same day.

Create folders and schedule installs from new invoices