Create site projects and link them to records
Create site projects and link them to records
Your proposals, work orders, and project records arrive without linked photo workspaces, leaving crews without site context. Create linked site projects so crews get photo-ready job context same day.
Overview
Intake records often arrive without a linked photo workspace, which leaves crews guessing and delays field work; this flow creates site projects and ties them back to their source records. Project managers and dispatch get photo-ready job context within minutes so crews mobilize with the right site information same day.