Keep job-site records current for customer support ops

Customer support ops miss COC handoffs when install-complete contacts lack job-site and owner details. This workflow upserts job-site and owner records so field coordinators get accurate handoffs.

Overview

Missed COC handoffs cause dispatch errors and schedule gaps that frustrate customers and field staff. By upserting job-site and owner records as contacts hit install-complete, this workflow turns fragile manual handoffs into reliable dispatch-ready records so field coordinators receive accurate handoff details and manual gaps disappear.

Notable Features

Create or update job-site records
Filter by branch, status, municipality
Notify field coordinators of handoffs