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Create onsite task and project from new job

Create onsite task and project from new job

New job records often lack a project or task to track onsite hours, delaying time capture. Auto-create project and Onsite task entries so teams can log time the same day.

Create onsite task and project from new job

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Overview

When job intake rows arrive without a project or task, your field teams can’t record hours and billing gets delayed. This flow creates the client project and an Onsite task instantly so crews can log time the same day and invoices remain accurate.

Create onsite task and project from new job