General managers create organized job folders from CRM updates
General managers create organized job folders from CRM updates
General managers lose access to job documents when files are scattered, causing fabrication delays. It links a standard drive folder to each job record so project teams access documents.
Overview
Scattered job files create fabrication delays and rework for small engineering firms. This workflow ties a standardized drive folder to every updated job record so project teams find the right documents and hand off work faster. The result is fewer missing files and smoother delivery cycles.
Notable Features
- Create drive folder per job
- Link folder to CRM record
- Notify project lead instantly