Keep ops sheet updated with job changes and source

Operations coordinators miss job updates when residential leads change, causing reporting and billing gaps. Automated updates write qualifying job edits to the central sheet so ops and marketing use accurate status and lead source.

Overview

Missing job updates create billing errors and blind spots for operations. This workflow keeps your central tracker aligned by writing qualifying job changes into the spreadsheet and surfacing status, financials, and lead source. The result is faster handoffs, zero missed updates, and clearer operational reporting.

Notable Features

Write qualifying job changes to sheet
Update job status and financials
Capture lead source and campaign