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Create project and folder set for new site

Create project and folder set for new site

Your site intakes arrive without a standardized project or folder, so photos and permits get scattered. Get a ready project and folders so crews can start same day.

Create project and folder set for new site

Overview

Intake records without a project workspace leave crews scrambling for photos, permits, and contracts. This flow provisions a project record, checklist, and organized folders automatically so crews and coordinators can mobilize and start work the same day.

Create project and folder set for new site