Create new site record in operations database for dispatch
Create new site record in operations database for dispatch
Your new site records sit in the job system alone, causing dispatch confusion and missing billing details for jobs. Capture and surface site and contact details for dispatch and invoicing same day.
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Overview
When site records only live in the job system, dispatch and billing teams chase missing addresses and contacts. This copies complete site and contact details into a single operations table within minutes, so coordinators can schedule and invoice jobs same day.