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Create project intake item from roof form submission

Create project intake item from roof form submission

Your form submissions lack structured intake and delay scheduling and estimating. This creates standardized project items so coordinators can triage and schedule inspections same day.

Create project intake item from roof form submission

Overview

Intake forms frequently create manual work that slows dispatch and estimating. This flow converts each submission into a standardized project item so coordinators and estimators can triage and schedule inspections the same day.

Create project intake item from roof form submission