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Business owners: keep job approvals aligned with documents

Business owners see job records go stale when contract or proposal statuses change, stalling handoffs. This updates job approval fields when documents change so coordinators and sales can resume work.

Business owners: keep job approvals aligned with documents

Overview

Stale job records create stalled handoffs and missed approvals that hurt project momentum. This workflow keeps job approval fields updated when documents change, creating an auditable status trail and reducing stalled handoffs so coordinators and sales can move work forward.

Notable Features

  • Keep job approval states current
  • Notify coordinators and sales
  • Record status updates in job history

Business owners: keep job approvals aligned with documents