Help business owners create field projects from incoming records
Help business owners create field projects from incoming records
Business owners lose field assignments when incoming window records aren't turned into projects. It creates a linked project from the incoming record so coordinators start and track jobs instantly.
Overview
Unlinked window records create setup delays and missed field assignments for business owners. Converting incoming records into linked projects ensures coordinators start and track jobs without manual lookup, reducing setup friction and protecting billable work.
Notable Features
- Create project from incoming record
- Link project to original source record
- Notify operations coordinators instantly