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Create inspection spreadsheet for new job site requests

Create inspection spreadsheet for new job site requests

You get job requests without an inspection form, leaving crews without site context. The workflow delivers a ready inspection spreadsheet and updates the job record so crews can be scheduled same day.

Create inspection spreadsheet for new job site requests

Overview

Incoming job requests often arrive without a consistent inspection form, leaving crews underprepared and schedulers scrambling. This flow delivers a prefilled inspection spreadsheet and links it to the job record, letting field supervisors and office coordinators schedule and prepare crews same day.

Create inspection spreadsheet for new job site requests