Update project and contact records from signed documents

Your projects lack signed-document context, so installers and billing teams must chase details and delay work. Keep project status and contact info current so crews and billing can act same day.

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Overview

Signed customer documents must flow into project records immediately, or operations teams waste time chasing missing context and installations slip. This flow captures each signed payload and creates or updates the right contact and project so coordinators and billing can act within minutes, enabling same-day scheduling and cleaner billing.