Keep business owners informed with job notes on deals

Business owners lose sight of field work when daily job forms pile up, causing billing gaps and delays. Attach submissions as notes to the matching deal so ops and project managers see job status and act fast.

Overview

Manual entry leaves field reports disconnected and creates billing and decision-making risk for business owners. This workflow pins every daily job submission to the correct deal, creating a visible job history so operations and project managers act on current site status and eliminate missed follow-ups.

Notable Features

Attach form submissions to deals
Find matching deal by job ID
Notify ops when match fails