Add Profit and Loss note to job record
Add Profit and Loss note to job record
Your job changes often lack P&L context, leaving billing and owners without cost and revenue detail needed for invoicing. Attach P&L notes to jobs so teams have ready financial context within minutes.
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Overview
When a job record is updated, finance and billing need immediate numbers to act. This flow attaches a customer P&L summary to the job and emails the owner, so billing and management get actionable financial context within minutes.