Business owners: keep job records accurate for Prospect jobs
Business owners: keep job records accurate for Prospect jobs
Business owners see coordination fail when jobs flip to Prospect, leaving field managers blind. Copy or update the central base on Prospect transitions so field managers have accurate job details.
Overview
Mismatched job records create weekend chaos and missed field appointments. This workflow ensures any job moved to Prospect is created or updated in your central project base, giving operations and field managers a single source of truth. Operations leaders report faster handoffs and fewer scheduling conflicts after centralizing job records.
Notable Features
- Create or update central records
- Notify operations and field managers
- Match jobs by Job ID