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Create partner workspace, billing records, and team notice

Create partner workspace, billing records, and team notice

Your onboarding form submissions often lack setup, leaving teams without workspaces or billing records. You get provisioned project workspace, billing customer, and team notice for same-day onboarding.

Create partner workspace, billing records, and team notice

Overview

Manual partner setup slows every kickoff and creates billing friction. This flow provisions customer records, project spaces, time projects, and notifies the right coordinators so teams can begin work and bill accurately the same day.

Create partner workspace, billing records, and team notice