IT: Create field projects when new orders appear

IT admins miss field work when projects aren't created, causing scheduling gaps. Project records are created with accurate job details so operations can begin planning immediately.

Overview

Manual handoffs from sales to field create scheduling gaps and missed job starts that increase operational risk. This workflow makes every qualifying Opportunity spawn a project with accurate job details, giving operations immediate visibility and eliminating missed initiations.

Notable Features

Create field projects on order creation
Map opportunity fields to project
Notify operations with project summary