Move won deal folder to job parent folder
Move won deal folder to job parent folder
When a deal is marked won, your project folder stays misplaced or unclearly named, delaying handover and invoicing. It moves and renames the folder so project managers have files same day.
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Overview
When a contract turns into a live job, the last thing your ops team should do is hunt for folders. This flow moves and standardizes job folders automatically so project managers and site teams receive consistent files same day, removing preventable mobilization and billing delays.