Create job record for closed deals in tracker
Create job record for closed deals in tracker
Closed deals aren't captured as job records, leaving crews without project context and delaying starts. Capture won deals into your tracker so operations schedule crews and invoice same day.
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Overview
When deals close you need crews, permits, and invoices lined up — not guesswork. This workflow turns closed-won deals into single job records so project coordinators and field superintendents see project details and schedule crews same day.