Construction co-owner: create paint jobs from closed deals

Co-owners risk missed bookings when confirmed deals lack job records. Create a scheduled paint job record linked to the customer and owner so ops and field crews start scheduling quickly.

Overview

Confirmed deals turn into missed bookings when job creation is manual. This workflow links closed/confirmed deals to scheduled paint job records and assigns owners, eliminating handoff delays and protecting bookings. Expect faster scheduling, zero missed follow-ups, and clearer field assignments.

Notable Features

Create scheduled job records
Assign job to deal owner
Notify ops and field crews