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Create project records from intake form submissions fast

Create project records from intake form submissions fast

Your assessment form submissions are unstructured, forcing manual rekeying into project records. Create structured project records automatically so coordinators can schedule inspections same day.

Create project records from intake form submissions fast

Overview

When intake forms arrive as free-text submissions, coordinators spend time rekeying details and scheduling stalls. This flow converts each form into structured project and client records so your team can triage and schedule inspections same day.

Create project records from intake form submissions fast