Job File Namer

Type the job number and address once. Copy each name and use it exactly when you save or upload the file. Work Orders are named by Zuper, so they aren't here.

HubSpot: Work/Change Order Form

Upload these to the deal's Contract/Change Order record. The weekly check copies them to the Zuper job.

Also check

Upload the contract as a PDF, not a phone photo.
Only use "Contract", "Roofr", "AVA" or "O'Hagin" in the file they belong to. Keep them out of change order and photo names.
Give every file its own name. The check skips a file when the Zuper job already has one with the same name.
The Zuper job needs the HubSpot Ticket ID filled in.
The full signed contract (with pricing) only goes in the Contract File field. Never put it in Work/Change Order Form.