Create job records and early involvement requests from bids

Bids sometimes move to Early Involvement without a linked job, leaving coordinators without a trackable record. New job and early involvement request items are created so teams can act same day.

Overview

Stop leaving Early Involvement bids untracked and avoid last-minute firefighting. This flow creates or updates job records and tracking requests automatically so delivery coordinators have actionable items and can schedule work the same day. It reduces manual handoffs and keeps project momentum ahead of launch.