Send completed job customer details to lead intake

Your completed jobs often lack structured contact details, leaving dispatch and billing without customer context. Capture and forward client and job info to intake so follow-up and invoicing happen same day.

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Overview

When jobs close in the field, contact details and service context frequently fail to reach intake and billing, causing follow-up and invoicing delays. This flow routes completed-job data straight into your intake pipeline so coordinators and billing can act within minutes and complete same-day follow-up.