Create survey record from relocation form with files
Create survey record from relocation form with files
Your relocation form entries often miss standardized addresses or photos, delaying installation triage and scheduling. Survey records and linked photos appear in CRM for dispatch same day.
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Overview
When relocation forms arrive with inconsistent addresses or missing photos, dispatch and installation teams waste time clarifying submissions. This flow creates a standardized survey record, normalizes address fields, and links photos so coordinators can triage and schedule jobs same day.