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Create installation job rows from incoming window requests

Your window form submissions lack a project row, delaying quote prep and crew scheduling. This adds each submission to your project sheet and links matching quote files so coordinators act same day.

Create installation job rows from incoming window requests

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Overview

Form entries for window work often sit outside your tracker, causing quote and scheduling delays; this flow guarantees each submission becomes a tracked project row with linked quote context. Project coordinators get the context they need to act same day, reducing handoff friction and accelerating installs.

Create installation job rows from incoming window requests