Keep IT install jobs aligned with estimate custom fields

IT admins see vendor fields on estimates not copied, leaving dispatch and techs missing install details. Those fields land on install jobs so dispatchers and techs get consistent job details.

Overview

Missing vendor fields create manual reconciliation and scheduling delays that leave technicians unprepared. This workflow ensures estimate custom fields flow to corresponding install jobs, eliminating manual handoffs and giving dispatch and techs consistent job details; operations teams report faster handoffs and far fewer reconciliation tasks.

Notable Features

Copy vendor custom fields to install jobs
Match estimate and install job records
Alert dispatch when fields are missing