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Transfer form submissions into job records and files

Transfer form submissions into job records and files

Your site form submissions aren't linked to jobs, leaving installers without serials or photos. Get matched job fields, uploaded attachments, and a transfer log so teams can complete handover same day.

Transfer form submissions into job records and files

Overview

When field forms and photos don't reach job records, installers and billing lack the information to finish handover. This flow parses form references, updates job fields, uploads attachments, and logs the transfer so operations and billing can act same day.

Transfer form submissions into job records and files