BIGWIN
ServiceLane · Project intake
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Staff access

Sign in to Bigwin

Use your staff passcode to start a secure intake.

New intake

Capture the paperwork

Add a contract, related documents, or separate site photos. Nothing is sent until a staff member reviews and confirms it.

1. What are you adding?

Contract photos are read automatically for staff review. PDFs can still be uploaded, but PDF extraction is not supported yet.

No files added yet.
Review before create

Confirm the project

Bigwin will only use the one CRM you select. Fields marked for review are never silently guessed.

2. Choose the CRM

3. Project details

Automatic extraction is only a draft. Review and edit these fields before creating anything in the CRM.

Extraction review

Files ready

Target after final confirmation: Contract & Document Files. Contract photos are kept in the selected order, cropped, compressed, combined into one Contract.pdf, and uploaded as one document. Originals on your phone remain unchanged. Site photos stay separate.