Update deal stage when work order completes for jobs
Update deal stage when work order completes for jobs
Your field work orders arrive without status updates, delaying invoicing and crew scheduling. The workflow updates the CRM deal to completed so billing and coordinators see accurate status same day.
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Overview
When field crews finish jobs, CRM records often lag and billing or follow-up stalls. This flow flips the deal to a completed stage and stamps completion time so project coordinators and billing can act the same day.