Skip to content
Templates
Create project intake folder and populate client workbooks

Create project intake folder and populate client workbooks

Intake forms arrive without organized folders or templates, delaying kickoff and billing. Creates client folder plus construction and accounting workbooks for same-day review.

Create project intake folder and populate client workbooks

Workflow preview:

Zap details:

Overview

Intake forms that sit unorganized cost you time and slow down estimates, scheduling, and billing. This flow turns each submission into a ready client workspace—folders, construction workbook, and accounting workbook created in minutes—so you can start the job and invoice the customer same day.

Create project intake folder and populate client workbooks