Update job status sheet when contracts are signed
Update job status sheet when contracts are signed
Your job status spreadsheet falls out of sync when CRM deals close without permit context, delaying crew scheduling and material orders. Get permit and readiness updates pushed to your tracker same day.
Workflow preview:
Zap details:
Overview
When signed contracts don't flow into your job tracker, crews wait and materials get ordered too late. This flow pushes permit and readiness details into the tracker within minutes so coordinators can schedule installs and order supplies same day.