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Create job project from new board item and update board

Create job project from new board item and update board

You lose time when estimates arrive without a linked job record or clean address and contact details for crews. Create a project record with contact and address so crews are ready same day.

Create job project from new board item and update board

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Overview

When new estimates arrive without a linked job record, operations spends time verifying addresses and contacts. This flow builds a job project, fills contact and address fields, and returns project links to the estimate so crews can mobilize same day.

Create job project from new board item and update board