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Create job record from invoice with matched contract

Create job record from invoice with matched contract

You get invoices without matched contract or customer context, delaying job setup and scheduling. Create matched installation records so dispatch and billing can act same day.

Create job record from invoice with matched contract

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Overview

Invoices that lack linked contract context stall job setup and make dispatch and billing chase details. This workflow turns new invoices into matched installation records so coordinators can schedule and bill the same day with no manual lookups.

Create job record from invoice with matched contract