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Create solar site records from intake form submissions

Create solar site records from intake form submissions

Your intake forms with messy addresses stall site setup and crew dispatch. The workflow creates standardized site records and links project folders so coordinators can act same day.

Create solar site records from intake form submissions

Overview

Intake forms with inconsistent addresses slow down site setup and frustrate schedulers; this flow enforces clean addresses, links project folders, and creates site records automatically. Coordinators gain full site context and can schedule crews same day.

Create solar site records from intake form submissions