Keep master job tracker updated from installation forms
Keep master job tracker updated from installation forms
Project coordinators lose inspection dates and addresses from installation forms, causing scheduling gaps. It updates the master tracker so coordinators have current info for scheduling.
Overview
Missed or outdated inspection records push project coordinators into reactive scheduling and create oversight gaps. Connecting form intake to the master job tracker ensures every inspection date, address, and deal reference is captured and kept current, eliminating manual lookups and reducing scheduling errors. Operations leaders gain clearer schedules and more reliable handoffs.
Notable Features
- Create or update tracker rows
- Normalize inspection dates and addresses
- Alert coordinators on record changes