Skip to content
Log inSign up
Templates
Update central lead dashboard from project list each hour

Update central lead dashboard from project list each hour

Your project and signed contract records live across lists, creating reporting gaps and invoicing delays. Keep a single, current lead dashboard for estimators and billing staff within the hour.

Update central lead dashboard from project list each hour

Overview

When signed agreements and active project statuses live in separate lists, your estimators and billing staff spend hours reconciling records. This workflow centralizes project rows into a single dashboard every hour so managers see current contract status and can invoice or schedule work on time.

Update central lead dashboard from project list each hour