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Create field job and client when deal enters handoff

Create field job and client when deal enters handoff

Your deals moved to the service stage lack a client record and scheduled job, leaving dispatch without contact details. The flow creates client and job records so dispatch can assign crews same day.

Create field job and client when deal enters handoff

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Overview

Deals handed off without client or job records create manual rework and missed scheduling windows. This flow turns a deal moved to the service stage into a client and an actionable job with contact details so dispatch sees complete work orders within minutes and can schedule same-day visits.

Create field job and client when deal enters handoff