Ensure projects and onsite tasks for new jobs

Operations coordinators adding job records miss creating projects and onsite tasks, causing missing time entries and scheduling gaps. Ensuring field crews have matching work entries and schedules.

Overview

Operations coordinators lose tracked hours and create scheduling gaps when projects aren't set up from new jobs. This workflow creates a matching project and an Onsite task for every new job record, ensuring consistent time capture and reliable schedules. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Create project records in time tracker
Add onsite task to each project
Notify operations and field crews