Update project status from contractor form and notify owner
Update project status from contractor form and notify owner
Your contractor form responses fail to update project records, leaving attachments untracked. The workflow updates the record, attaches PDFs when present, and notifies owners for same-day review.
Workflow preview:
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Overview
Stop manual status updates when contractor return forms arrive—keep project records current and deliver attachments to owners automatically. Your program managers and site coordinators get the files and status they need for same-day review and handoff.