Create confirmed job project from booked appointment leads
Create confirmed job project from booked appointment leads
Your confirmed leads arrive without job projects or site details, delaying crew prep. Get a populated project with appointment time and checklists for same-day handoff.
Overview
When a lead moves to confirmed, this flow turns the record into a field-ready project so crews get full site context, appointment time, and checklists without manual setup. That reduces scheduling friction and delivers projects ready for same-day prep.