Create job comments from sent text messages for reps
Create job comments from sent text messages for reps
You miss customer context when sent texts aren't attached to the job, leaving crews without instructions. It appends sent SMS to the job as comments so project managers and crews see messages same day.
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Overview
When sent texts aren’t attached to job records, crews miss instructions and handoffs stall. This flow records outgoing SMS as job comments and routes them to the assigned rep, delivering same-day visibility and fewer missed follow-ups.