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Keep contractor records updated for real estate projects

Keep contractor records updated for real estate projects

Owners lose contractor links when projects aren't linked to ops records, causing billing and handoff errors. Add project & team IDs to contractors so owners get accurate tracking and faster handoffs.

Keep contractor records updated for real estate projects

Overview

Property owners risk billing mistakes and turnover delays when contractor assignments don't include project context. This workflow writes project and team IDs directly into contractor records as project notices arrive, eliminating manual lookups and reducing mismatches. Owners get reliable tracking and smoother handoffs so properties turn over faster.

Notable Features

  • Attach project and team IDs
  • Match contractors to existing records
  • Notify owner of unmatched contractors

Keep contractor records updated for real estate projects