Update itemised job sheets when deal is won
Update itemised job sheets when deal is won
Your job itemised sheets go out of sync when deals close without updated scope, causing wrong orders and crew confusion. Keep sheets current so crews have the right details same day.
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Overview
When won jobs don't flow into your job sheets, crews get wrong scopes and materials are mis-ordered. This workflow aligns closed deals with your itemised project sheets and triggers downstream setup so schedulers and field supervisors get correct details same day.