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Create project folder and job record for new customer

Create project folder and job record for new customer

New customer records arrive without project folders or site entries, so photos and paperwork stay unorganized. Create folders and projects automatically so crews get organized files and photos same day.

Create project folder and job record for new customer

Overview

When new customers don't get a project folder and site record, crews waste time hunting for paperwork and photos. This flow creates folders and site projects automatically so project managers and technicians start work with organized files and photos the same day.

Create project folder and job record for new customer