Create field project from new customer company records
Create field project from new customer company records
When customer records lack a field project, your schedulers can't assign crews or confirm sites. Create projects automatically so crews and coordinators can schedule installs same day.
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Overview
When a company converts to a customer, field teams need immediate project records or scheduling stalls and crews wait. This flow creates project records as soon as a customer record updates so schedulers and coordinators can book work same day and eliminate manual handoffs.