Create job project for every new customer record
Create job project for every new customer record
New customers in accounting often lack a linked job file, leaving schedulers without site address or photos. It creates a project with address and reference details so teams can schedule work same day.
Overview
When a new customer is created in accounting, schedulers often lack a job file and site context. This workflow creates a job project and links a tracking record so field teams can be dispatched with address and reference details same day.