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Create customer record when job is marked won

Create customer record when job is marked won

Your signed roofing jobs and customer details are siloed between field and office, creating billing gaps. Keep records synced so invoices and customer follow-up occur same day.

Create customer record when job is marked won

Overview

When a roofing job is marked won, customer and estimate details must flow to your CRM immediately to avoid billing and follow-up delays. This flow creates clean customer records and alerts estimators so invoicing and next steps happen the same day.

Create customer record when job is marked won