Keep construction job records updated from deposit emails
Keep construction job records updated from deposit emails
Operations managers in construction miss 'Insurance Deposit Pending' emails, causing payment holds and stalled site work. This updates job records so ops can log deposits and restart processing.
Overview
Missed insurance deposit notices create payment holds and stalled site work, putting project timelines at risk. This workflow keeps the jobs database current by parsing deposit emails and updating job status so ops staff see deposit details, reduce missed follow-ups, and get work moving again.
Notable Features
- Detect insurance deposit pending emails
- Extract job number and deposit details
- Update jobs database with status