Add completed job contacts to follow-up CRM list
Add completed job contacts to follow-up CRM list
Your completed jobs sometimes lack updated customer details, stalling follow-ups and warranty scheduling. Keep contact records current so you can start maintenance outreach the same day.
Overview
When jobs close, contact updates often slip and follow-ups or billing get delayed. This flow captures finished-job contact info, normalizes phone numbers, and tags customers for maintenance outreach so your team can reach them the same day.