Create project and client records from signed estimate
Create project and client records from signed estimate
Your signed estimates arrive without a linked project record, leaving managers missing scope, budget, or file access. Create client records, subitems, and onboarding folders so teams can start same day.
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Overview
Signed estimates frequently arrive without a tracked project record, leaving managers hunting for scope, budget, or files and delaying kickoffs. This flow creates or updates the client record, provisions onboarding folders, and spins up a project subitem so project managers can begin work the same day.