Update CRM records for completed roofing jobs with job IDs
Update CRM records for completed roofing jobs with job IDs
Completed field jobs don't reach your CRM, leaving billing and account managers without job context for follow-up. This keeps records aligned so billing and outreach act the same day.
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Overview
When completed field jobs aren't reflected in the CRM, billing and account teams waste time reconciling records. This flow pushes completed milestone and job numbers into the CRM so sales ops and billing can invoice and reach out the same day.