Step 1

Download the template provided

Step 2

Open the csv file and fill in the information according to the following definitions:

  • Project_name - the internal name of the project (e.g. 555 Market St. Apartment Remodel)

  • Customer_name - the name of the customer (e.g. John's Candy Shop)

  • Worksite Address - (1 Main Street, San Francisco, CA)

Step 3

Upload the completed csv file to Workyard

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