Update customer records and create new entries from jobs
Update customer records and create new entries from jobs
New job records often lack linked customer profiles, delaying dispatch. It updates or creates contact records so schedulers and billing staff have job context the same day.
Overview
When field jobs publish without matching customer profiles, schedulers and billing staff waste time reconciling records and miss billing context. This workflow keeps your contact table current by creating or updating records from each job, so dispatch and invoicing teams have complete job and payment details the same day.