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Create project and ID records from new customers

Create project and ID records from new customers

Your accounting customer records miss project IDs and parent/sub links, delaying invoices and job setup. Keep a projects database current so billing and coordinators can invoice same day.

Create project and ID records from new customers

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Overview

Keep jobs moving from accounting into delivery by feeding customer records into a projects database automatically. This eliminates manual copy/paste and ensures billing and project coordinators can invoice and mobilize crews the same day.

Create project and ID records from new customers