Update completed job records with multi-step reminder dates
Update completed job records with multi-step reminder dates
Finished jobs often arrive without follow-up dates and customer context, delaying maintenance outreach and confusing dispatch. Coordinators get staged reminders through 3-18 months so follow-ups occur on time.
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Overview
When completed jobs aren’t tracked, follow-ups slip and dispatch loses context. This flow captures each finished job and writes staged reminder dates and customer context into a shared table, giving coordinators immediate visibility and scheduled follow-ups across the next 18 months.