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Create site project and link to intake record

Create site project and link to intake record

Your intake records often arrive without a linked site project, leaving crews without a job folder. It creates site projects and links records so crews and coordinators have context same day.

Create site project and link to intake record

Overview

Intake records that aren’t linked to a site project slow down crews and scatter photos. This workflow guarantees a site project is created and linked back to the intake record so field technicians and operations coordinators have a ready job folder within minutes, enabling same-day mobilization.

Create site project and link to intake record