Create residential project and checklists from web lead
Create residential project and checklists from web lead
You receive web leads lacking site context and inspection steps, stalling prep and rework. The workflow creates organized project records and inspection checklists so crews can mobilize same day.
Workflow preview:
Zap details:
Overview
When web leads arrive without site detail, crews show up unprepared and inspections get delayed. This flow turns each incoming lead into a labeled job with inspection and final QA checklists, letting project managers and crews mobilize same day.