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Create project channel from homeowner form and invite team

Create project channel from homeowner form and invite team

Your homeowner intake forms create untracked projects and cause scheduling friction for coordinators and installers. You get a project channel and assigned crew so work starts the same day.

Create project channel from homeowner form and invite team

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Overview

When homeowner requests arrive without a place to coordinate, schedules slip and crews miss context. This flow creates a project channel and assigns the right crew automatically so coordinators have intake details and can act within minutes.

Create project channel from homeowner form and invite team