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Create new client intake and schedule prep demo

Create new client intake and schedule prep demo

Signed contracts often arrive without intake records or site details, stalling dispatch and billing. It creates client and project records and schedules a prep event so teams are ready in two days.

Create new client intake and schedule prep demo

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Overview

Signed contracts should immediately turn into operational work orders and calendar prep slots so crews and billing aren't waiting on manual entry. This flow provisions the client record, project workspace, and a prep event so teams are ready two days after signing.

Create new client intake and schedule prep demo