Skip to content
Log inSign up
Templates
Create a job project from new prospect entry

Create a job project from new prospect entry

Your new prospect entries lack job records, leaving crews without site context and delaying scheduling. It creates the job project automatically so crews get dispatch-ready details same day.

Create a job project from new prospect entry

Overview

New prospects should immediately produce a dispatch-ready job record, not extra admin for you. This workflow creates the job project and links it back to your tracker so crews and schedulers have site context within minutes, enabling same-day dispatch and fewer missed appointments.

Create a job project from new prospect entry