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Create site service project and assign field auditor fast

Create site service project and assign field auditor fast

Your service appointment records miss linked site projects and owner assignment, causing confusion. It creates and assigns a site project so technicians have job context before the appointment.

Create site service project and assign field auditor fast

Overview

When appointment records arrive without a linked field job, schedulers scramble and technicians lack prep time, which creates day-of delays. This flow creates the site project, assigns the right auditor, and emails the installer so field teams have complete job context within minutes before the visit.

Create site service project and assign field auditor fast