Create job comments from sent client emails automatically
Create job comments from sent client emails automatically
Your sent client emails live outside job records, leaving estimators and installers without context. Attach them as job comments so your project team sees full correspondence before next billing run.
Overview
Sent client emails often live outside project records, costing your estimators and installers valuable context and delaying billing. This flow captures outbound messages and logs them to the matching job as comments so your operations team has full correspondence available within minutes and billing runs with the right context.