Create project records from new CRM property entries
Create project records from new CRM property entries
Your CRM property records often arrive without a linked job, leaving crews and billing teams without a project or address for planning. Crews can schedule and finance can invoice same day.
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Overview
If property intake doesn't produce structured projects, crews can't plan and invoices slip, eroding schedule reliability and cash flow visibility. This workflow turns each new CRM property into a standardized ERP project so crews and finance can act the same day.