Create job site project from scheduled service call
Create job site project from scheduled service call
Your scheduled service calls lack a linked job record, leaving crews without photos, specs, or folder links. It creates and updates the project so your field teams have job context before install day.
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Overview
When scheduled service dates land in your CRM, missing or incomplete job records create friction for dispatch and field teams; this flow creates and enriches the job-site project automatically. Operations and dispatch get full job context within minutes of schedule changes, reducing confusion ahead of install day.