Skip to content
Log inSign up
Templates
Create install project folder and link to record

Create install project folder and link to record

Your install records lack a consistent project folder, so site documents scatter and prep stalls. It builds the project folder and links it to the record so field teams can start same day.

Create install project folder and link to record

Overview

When install records are created without a standard file location, field prep and coordination slow down and errors creep in. This flow builds a predictable project folder structure and writes the folder link to the install record so coordinators and technicians can access needed documents the same day.

Create install project folder and link to record