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Create field jobs from new project board items

Create field jobs from new project board items

Your project board items for maintenance often miss contact or address details, leaving crews without site context. This creates field jobs and links to the board so crews can be dispatched same day.

Create field jobs from new project board items

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Overview

When new site requests land on your project board with messy contact or address data, crews lose time and mobilization stalls. This flow converts those items into field jobs, populates contact and location details, and links back to the board so you can dispatch crews same day.

Create field jobs from new project board items