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Create job site project from new CRM project

Create job site project from new CRM project

Your restoration projects lack organized site records when created in your CRM, causing delayed photo capture and crew confusion. Create photo-ready job projects for crews to use same day.

Create job site project from new CRM project

Overview

When new jobs enter your CRM, photos and site organization often lag and slow down claims and crew readiness. This flow turns each CRM job into a photo-ready project so crews arrive prepared and you capture job photos the same day.

Create job site project from new CRM project