Create inspection records with PDF report attached to CRM
Create inspection records with PDF report attached to CRM
Your scaffold and site inspections live only in the inspection platform, leaving project teams without a single inspection record per job. Create CRM inspection records with attached PDF reports so teams can view findings and close actions same day.
Overview
Inspections are only useful when they're tied to the job record your teams use. This flow creates CRM inspection records, attaches the PDF report, and surfaces findings to project coordinators so actions can be closed same day.