Create and link job projects from CRM deals

Your virtual-quote deals often lack structured site data, leaving dispatch and crews without address or contact context. It creates a linked job project so schedulers have site details same day.

Overview

Stop leaving job intake to manual steps — this flow finds or creates a job project from a virtual-quote deal and links it back to the CRM so dispatch and crews have site context automatically. That means schedulers can act and crews can prep the same day without extra calls.