Create job comments from sent client emails immediately
Create job comments from sent client emails immediately
Your sent client emails aren’t attached to jobs, so job notes, approvals, and billing cues get missed. They are added to the matching job so your team has context for dispatch and invoicing same day.
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Overview
Outbound emails about estimates, approvals, and scope changes often sit in Sent and never reach the job record, leaving crews and billing without context. This flow writes those messages into the matching job so project managers and billing staff see the thread and act on it the same day.