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Create inspection folder and notify team and customer

Create inspection folder and notify team and customer

You spend time provisioning folders and questions after inspection bookings. This creates a folder and questions doc, sends links to staff and client, and updates the task record same day.

Create inspection folder and notify team and customer

Overview

When inspection bookings arrive, coordinators shouldn’t waste hours provisioning storage or chasing client questions. This flow provisions a secure folder, generates a questions document, notifies staff and the client, and writes the folder link to your task record so teams have everything ready the same day.

Create inspection folder and notify team and customer