Update job deal when file moves to scheduling-ready state
Update job deal when file moves to scheduling-ready state
Your file status updates often don't reach CRM deals, leaving dispatch without job context. This maps the scheduling-ready state to the deal so coordinators can assign crews same day.
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Overview
When a job file becomes ready for scheduling, manual CRM updates slow down dispatch and risk missed windows. This flow finds or creates the job deal and advances it into your scheduling stage within minutes, enabling same-day crew assignment and cleaner handoffs.