Keep office managers' sold-job ledger updated without manual reconciliation
Keep office managers' sold-job ledger updated without manual reconciliation
Office managers lose sold-job updates when status changes are missed, disrupting sales records. It adds Signed Contract jobs to the master sheet so the office manager has current sales rows.
Overview
Missed sold-job updates break the sales ledger and force manual reconciliation. This workflow guarantees Signed Contract jobs flow into a single master sheet, eliminating reconciliation gaps and keeping the office manager's reporting accurate and audit-ready.
Notable Features
- Add or update sold-job rows
- Filter jobs by state and year
- Notify office manager on changes