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Drop a file on a slot and it is renamed to the convention and filed in both systems. No manual renaming.
Contract
25211_Contract.pdf
Deposit receipt
25211_DepositReceipt.pdf
Finance approval
25211_FinanceApproval.pdf
Settlement titles
Not uploaded · will be named 25211_SettlementTitles.pdf
Deposit claim
Not uploaded · will be named 25211_DepositClaim.pdf
Slots follow Alison's naming requirements. Files sync to HubSpot and the Monday item.
Every write to this job, what it changed and where it landed.
Filed to the review queue
Slab Down on 25211 set back from Completed to In Progress · held until Operations releases it
Filed to the review queue
Slab Down on 25211 backdated from 22 Jun 2026 to 19 Jun 2026 · held until Operations releases it
Slab Down marked Completed
Builder date 22 Jun 2026 · stage advanced to Slab Down
Draft invoice created
INV-D-1042 · Forma · awaiting approval in Accounts
Moved to construction
Site start 05 May 2026 · 8 construction subitems seeded on the Monday board