Move job folder to accepted projects on stage change
Move job folder to accepted projects on stage change
Your job folders get disorganized when CRM stage updates aren't mirrored, delaying production prep and losing drawings. Keep accepted job files organized for shop coordinators and ready the same day.
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Overview
When accepted jobs aren't reflected in file storage, shop teams scramble to locate drawings and production stalls. This workflow moves project folders immediately when a job reaches acceptance, giving shop coordinators ready files the same day.