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Create customer and job records from signed installs

Create customer and job records from signed installs

Your signed install records lack matching ERP customer or job entries, creating gaps in scheduling and billing. It creates standardized customer and job records so billing and ops can act same day.

Create customer and job records from signed installs

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Overview

When signed installs don't produce ERP records, scheduling and billing teams lose time and context. This flow creates standardized customer and project records automatically so ops and billing can schedule and invoice the same day, reducing handoff delays.

Create customer and job records from signed installs