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Trigger contract intake workflow for new contract files

Trigger contract intake workflow for new contract files

Your contract PDFs land unprocessed after upload, stalling onboarding, delaying signatures, and holding up billing for field jobs. They’re routed into intake so operations can start onboarding same day.

Trigger contract intake workflow for new contract files

Overview

When contract PDFs pile up unprocessed, onboarding and billing stall and crews wait for cleared paperwork. This captures new contract files and immediately routes customer and file context into intake so operations can start onboarding and bill the same day.

Trigger contract intake workflow for new contract files