Update customer status when a job closes for follow-up

When job statuses change but customer records stay outdated, your office can't prioritize follow-ups or re-engage easily. Keep customer status current for same-day follow-up.

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Overview

Keep customer records accurate the moment a job closes so your office and project coordinators know which clients need follow-up. That eliminates manual updates, reduces missed outreach, and lets your team prioritize same-day re-engagement.