Create site assessment project from updated sales deal
Create site assessment project from updated sales deal
Your residential deals often lack a linked site project, leaving crews without install context. You get a populated site-assessment project linked to the deal so crews can schedule work same day.
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Overview
When residential deals move into the site-assessment stage, field ops often lack a project record and installs stall. This workflow creates a populated site-assessment project and links it to the deal so coordinators can schedule crews same day.