Keep IT operations' client lists current after jobs close

IT admins miss completed-job client entries when job records change, causing billing gaps. Create central client records at job closure so billing and account teams have current contacts.

Overview

Missing completed-job client records creates billing gaps and stale contacts, tying up operations and IT with reconciliation work. This workflow creates or updates a central client record at job closure, eliminating missed entries and enabling billing and account teams to start follow-up with current contacts — organizations report faster handoffs.

Notable Features

Create client records on job closure
Validate and format contact fields
Notify billing and account teams