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Update job status in sheet when payment reaches draw 4

Update job status in sheet when payment reaches draw 4

Your payment milestones aren't mirrored to the tracker, leaving marketing and PMs unaware of paid draws. You can trigger homeowner outreach the same day.

Update job status in sheet when payment reaches draw 4

Overview

When payment milestones land in CRM, your outreach depends on accurate status in the tracker. This flow flags milestone-paid jobs in the sheet so marketing can launch homeowner campaigns and reporting the same day.

Update job status in sheet when payment reaches draw 4