Create service job when installation date added to system
Create service job when installation date added to system
Your installation date entries don't create jobs, leaving field crews unbooked and site work uncoordinated. Create and assign service jobs to schedulers so crews can be dispatched same day.
Overview
When installation dates are recorded without follow-up jobs, crews can be left unbooked and projects slip. This flow creates and assigns service jobs and writes back job and site IDs to the source record so schedulers can dispatch crews same day.