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Create post-closure task, add note, and update tracker

Create post-closure task, add note, and update tracker

Your closed jobs arrive without closeout notes, stalling billing and crew handoffs. The workflow creates a closure task, adds a dated note, and updates the quote tracker same day.

Create post-closure task, add note, and update tracker

Overview

When closed jobs don't surface in your quote tracker, billing stalls and crews wait on handoffs. This flow creates a closure task, posts a dated note, and updates your tracker so operations can finalize billing and handoffs the same day.

Create post-closure task, add note, and update tracker