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Add new job contacts to central contact list

Your new roofing job records often lack a central customer contact, so follow-ups and estimate scheduling slip. This adds new customer info to your sheet and contacts so office staff follow up same day.

Add new job contacts to central contact list

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Overview

Manual contact entry around new jobs wastes time and risks missed estimate opportunities for roofing crews. This flow captures customer details into a shared sheet and your address book so office staff and crews have contact info ready the same day. The result is fewer missed follow-ups and faster estimate scheduling.

Add new job contacts to central contact list