Create job record and start project folder for site
Create job record and start project folder for site
Your intake form submissions lack structured job records, which delays crew scheduling and invoicing. Get standardized job records, project folders, and alerts so work starts same day.
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Overview
When an intake form arrives, manual setup slows down scheduling and pushes billing. This flow turns a submission into a numbered job record, provisions folders and templates, and alerts site leads so crews can be scheduled and invoices prepared the same day.