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Create site visit record from field form submissions

Create site visit record from field form submissions

Your site visit form entries arrive by email and scattered folders, slowing inspection tracking and billing. They become a single visit record for same-day follow-up.

Create site visit record from field form submissions

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Overview

Field engineers and program coordinators often chase photos and scattered emails after site visits; this flow consolidates each form submission into a single visit record and attaches related Drive files. That reduces manual handoffs and gets teams the context they need to act the same day.

Create site visit record from field form submissions