IT: Update job and project records from sales confirmation emails
IT: Update job and project records from sales confirmation emails
IT teams miss updating jobs from sales confirmation emails, causing dispatch scheduling gaps. This automation updates appointment results and tags, so dispatch can schedule and track sold estimates.
Overview
Dispatch teams lose momentum when sold estimates don't surface in scheduling systems. This workflow keeps job and project records current and tagged, enabling dispatch to act on sales immediately. Teams report fewer manual reconciliations and clearer handoffs between sales and operations.
Notable Features
- Update appointment result fields
- Add sale tags to records
- Notify dispatch and ops on changes