Keep construction project kickoffs ready from form entries

Project accountants miss kickoffs when job-start forms sit unprocessed, creating tracking and billing gaps. It provisions records, folders and alerts so projects start with full tracking.

Overview

Unprocessed job-start forms stall kickoffs and force accountants to chase missing documentation, which risks billing delays and schedule slippage. This workflow provisions location, project and job records, creates folders and alerts relevant staff so projects begin with complete tracking and no manual handoffs.

Notable Features

Create project, location and job records
Provision project folders and docs
Notify managers and field teams