Create site assessment projects from bookings and assign to crew
Create site assessment projects from bookings and assign to crew
Your site assessment bookings without project records slow dispatch and leave crews without address or contact context. Assign populated projects so crews can be dispatched and start same day.
Overview
When bookings arrive without project records, dispatch stalls and crews lack context. This flow creates and assigns a populated site project from each qualifying booking so operations can dispatch crews and begin assessments the same day.