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Update client ledger and schedule startup from acceptance

Update client ledger and schedule startup from acceptance

Your acceptance forms lack structured client records or startup dates, causing billing delays and manual dispatch. Get ledger rows updated and startup events created so teams act same day.

Update client ledger and schedule startup from acceptance

Overview

Subcontractor acceptances should immediately update your client records and create startup events so operations and billing never wait on manual entry. This flow removes repetitive updates and gets ledger entries, emails, and calendar events created the same day, keeping crews and invoices aligned.

Update client ledger and schedule startup from acceptance