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Create project board item when work is scheduled

Create project board item when work is scheduled

Your scheduled remodel jobs arrive in marketing without context, causing missed notices and prep delays. Marketing gets a ready handoff so homeowner messaging and assets are prepared before work begins.

Create project board item when work is scheduled

Overview

When a job's status becomes scheduled, marketing needs complete handoff details or launches and homeowner communications slip. This flow creates a board item and marks the job processed so marketing and project coordinators have assets ready before work begins.

Create project board item when work is scheduled