For construction co-owners: create prospect on invoiced jobs

Co-owners and sales reps in construction lose contacts when invoiced jobs aren't added to prospect records, causing missed follow-ups. It captures contact and address details so staff can follow up.

Overview

Missed prospect records after invoicing erode repeat business and frustrate co-owners who rely on accurate contact lists. This workflow captures contact and parsed address details when a job is marked invoiced so sales and office staff have complete prospects for timely outreach, helping response times drop and preventing missed follow-ups.

Notable Features

Create prospect records from invoiced jobs
Parse full mailing addresses into fields
Notify sales and office staff