Create site task from completed job notification email
Create site task from completed job notification email
You miss job context when completion emails sit in a configured folder, leaving technicians without tracked follow-up. The workflow creates a routed task linked to the job for same-day closeout.
Overview
When completion emails sit unprocessed, job closures stall and technicians lack context for follow-up, which delays billing and raises costs. This flow converts each qualifying completion email into a routed, job-linked task so teams get a tracked work item within minutes and can close work same day.