Skip to content
Log inSign up
Templates
Create job and update lead from signed contract

Create job and update lead from signed contract

Signed contracts left unprocessed keep your job and lead records out of sync, delaying crew scheduling. This links the signed contract to a job and updates the lead so crews can begin work same day.

Create job and update lead from signed contract

Overview

Signed contracts should trigger readiness, not inbox noise. This flow converts a signed contract into a job record, creates the field project, and alerts operations so crews can be dispatched the same day.

Create job and update lead from signed contract