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Create completed job rows for field service team

Create completed job rows for field service team

Updated CRM bookings aren't consolidated, causing billing mismatches and unclear job histories for dispatch. Log each completed job to the shared sheet so teams reconcile invoices and ad data same day.

Create completed job rows for field service team

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Overview

When job updates live only in the CRM, dispatch, finance, and marketing lack a shared record for invoicing and attribution. This flow writes every completed job to a shared worksheet and posts payloads to your marketing endpoint, enabling same-day reconciliation and cleaner reporting.

Create completed job rows for field service team