Create key collection record and notify project owner
Create key collection record and notify project owner
Your jobs flagged for key collection often lack a central log, leaving technicians without access. You get a tracked board item and an advance email so keys are ready before the visit.
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Overview
When keys aren't tracked, technicians arrive without access and project managers scramble to resolve blocked jobs. This workflow logs every key-collection job to your project board and emails the listed contact so keys are prepared before scheduled visits.