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Create project customer record and attach project folders

Create project customer record and attach project folders

Jobs arrive without customer records, folders, or attachments, stalling billing and crew mobilization. Create the job record, shared project and financial folders, and attach files so teams can invoice same day.

Create project customer record and attach project folders

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Overview

Manual project setup delays billing and site mobilization; by creating the customer/job record and provisioning project and financial folders automatically you eliminate repetitive setup. Your business manager and billing staff get complete records and attached files so invoicing and crew mobilization can occur same day.

Create project customer record and attach project folders