Add daily site report notes to CRM parties
Add daily site report notes to CRM parties
Daily site reports arrive detached from contact records, leaving managers without onsite context for billing. It attaches each report to the right contact so managers can review and invoice same day.
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Overview
Stop losing job context when crews file end-of-day reports. This links each submission to the correct contact record so project managers can review problems and get invoices out the same day.