Update job record from incoming locate emails to CRM
Update job record from incoming locate emails to CRM
You receive locate emails with job addresses that aren’t linked to opportunities, stalling schedulers and crews. Captured locates update records and notify dispatch same day.
Overview
When locate emails arrive unlinked to jobs, dispatch stalls and crews wait for details. This flow parses the message, updates the matching job record, and alerts operations so schedulers have context the same day.