Move job folders into structured project archive automatically

Your quote folders are often in the wrong project location, leaving service teams without job documents. Move and index folders automatically so teams have organized documentation same day.

Move job folders into structured project archive automatically

Overview

Misplaced quote folders slow field handovers and waste technician time. This flow moves and indexes quote folders into the correct job archive as soon as a job is created, giving coordinators organized documentation the same day.

Move job folders into structured project archive automatically