Apply customer custom fields to job records automatically
Apply customer custom fields to job records automatically
Your job records miss customer custom fields, leaving technicians without needed context. It ensures jobs inherit customer custom data for technician prep and accurate invoicing ahead of work.
Overview
When job records don't inherit customer custom fields, dispatch and billing lose context and fixes pile up. This flow copies compatible customer fields onto jobs immediately, giving IT, dispatch, and billing teams consistent job-level data and fewer same-day invoice corrections.