Keep business owners updated when jobs are marked completed

Business owners miss rows marked completed, causing post-job scheduling and sales follow-up to be overlooked. It adds completion dates and sets CRM status so operations and sales have accurate records.

Overview

Missed completion records stall post-job scheduling and leave sales follow-up to chance. This workflow ensures every completed row gets a completion date and the CRM record moves to post job, removing manual handoffs and creating a single source of truth. The result is faster handoffs and fewer missed follow-ups.

Notable Features

Add completion dates to records
Set CRM status to post job
Notify operations and sales stakeholders