Update site survey request and organize client file
Update site survey request and organize client file
Your site survey requests from contract forms arrive untracked and delay field crews. It updates the request log and shares the client file so technicians are ready before visits.
Overview
When contract responses arrive, manual filing and missed paperwork slow down site visits. This flow updates your survey log and publishes the client spreadsheet link into the right folder so crews have required documents ahead of the visit.