Update job records and log filing expenses from email
Update job records and log filing expenses from email
Your permit filing emails arrive unlinked to jobs, causing missed status updates and billing delays. This captures filings, creates expense entries, and updates the job record same day.
Overview
Incoming permit and NOC emails need to hit the right job record immediately; otherwise scheduling and billing grind to a halt. This flow extracts filings, logs the expense, and marks the job so reps and coordinators get accurate status same day.