Create work order and notify project manager immediately
Create work order and notify project manager immediately
Your accepted proposals leave job details scattered, delaying scheduling and invoicing. It creates the job record, syncs customer data, and notifies project managers same day.
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Overview
When a homeowner signs a proposal, slow handoffs cost time and margin; the right process needs to start immediately. This flow creates the job, syncs customer and accounting records, and alerts project managers within minutes so scheduling and invoicing can begin same day.