Update job sheet with final contract amount and note
Update job sheet with final contract amount and note
Your jobs sheet misses final contract amounts when field updates aren't mirrored, causing invoicing delays. The workflow records the final amount and logs a note so billing can invoice same day.
Overview
When final contract amounts don't flow into your central jobs sheet, billing and operations scramble to reconcile. This workflow ensures incoming job updates write the final amount and create an internal job note so billing can invoice same day.