Create site coordination channel and post work order
Create site coordination channel and post work order
When accepted estimates sit in your CRM without a shared workspace, crews and coordinators lack context at handoff. You get a ready project channel with work order and photos, so teams can act same day.
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Overview
Signed estimates often create a scramble to share plans, photos, and vendor notes with crews. This workflow provisions a project channel, pushes the work order and site photos, and updates your tracker so project managers can mobilize crews same day.