Help ops capture as-built forms into projects quickly
Help ops capture as-built forms into projects quickly
Project coordinators miss submissions when as-built forms get buried, risking delayed proposals. It logs each submission as a project record so coordinators can prepare proposals and schedule next steps.
Overview
Project coordinators lose bids when as-built intake is incomplete or buried in email. This workflow captures every residential as-built submission as a populated project record, eliminating intake omissions and enabling timely proposal preparation and scheduling. Teams report faster handoffs and zero missed follow-ups.
Notable Features
- Create project records from forms
- Attach uploaded photos and plans
- Notify ops and coordinators instantly