Create new site records from field job entries

Your new job records lack structured site profiles, causing scheduling confusion and missed billing details. Create consistent site entries so dispatch and billing are ready before first visit.

Overview

When new jobs arrive without a linked site, dispatch and billing waste time reconciling locations, delaying technician readiness and invoices. This workflow guarantees a standardized site record is created within minutes of job creation, so dispatchers and billing staff are ready before the first visit.