Construction project managers: ensure accurate closed job dates

Project managers lose closed dates when jobs change to won or lost, causing billing gaps and missed reconciliations. Closed dates and internal flags populate on close, so project managers see accurate records and smoother handoffs.

Overview

Missed closed dates create billing gaps and reconciliation headaches for construction project managers. This workflow auto-populates closed dates and internal flags when jobs are marked won or lost, giving project managers accurate completion records and eliminating overlooked closures; teams report fewer manual updates and cleaner reporting.

Notable Features

Set closed date on status change
Populate internal closed-status flags
Notify project managers of closures