Update job card with customer code from master list
Update job card with customer code from master list
Your job cards miss customer codes, leaving billing and dispatch without essential context. It pulls codes from your master list so records are completed within minutes.
Overview
If your small operations team spends time hunting customer codes, this flow removes that manual step and ensures job cards have the right billing context. By resolving codes from your master list and writing them back to the job item, billing and dispatch have complete records within minutes.