Create install instructions and QC checklists in folder
Create install instructions and QC checklists in folder
You miss installer packets when deals enter install stage, leaving field teams without procedures or checklists. Copied files land in the deal installer folder so crews have ready packets same day.
Overview
When deals move to install, crews can’t prep without the right PDFs and checklists. This flow drops the correct procedure and QC checklist copies into the deal installer folder so field teams get ready packets same day, cutting prep delays.