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Create onboarding project and tasks for new properties

Create onboarding project and tasks for new properties

Your property intake records often miss task owners and required steps, causing site-prep delays and stalled energy modeling. The flow creates a staffed project with tasks so coordinators can act same day.

Create onboarding project and tasks for new properties

Overview

If new property enrollments are landing in your database without a consistent handoff, site preparation stalls and consultants waste time. This flow creates a staffed project with sections and tasks instantly so coordinators have everything to act same day and avoid follow-up bottlenecks.

Create onboarding project and tasks for new properties