Create project request cards from enquiry form responses
Create project request cards from enquiry form responses
Your enquiry form responses arrive untriaged, leaving estimators without scope or contact details. You get consistent project request cards so triage and owner assignment happen same day.
Overview
Untriaged enquiries slow estimators and delay project starts; every submission should create a ready-to-assign request. This flow converts form responses into standardized request cards so owners can triage and assign work the same day.