Update job status when deposit received in tracker
Update job status when deposit received in tracker
Your job status sheet goes out of date when deposits are only recorded in CRM, leaving crews and material orders uncoordinated. It marks paid jobs in your tracker so coordinators can schedule same day.
Overview
When deposits only live in CRM, crews and material orders get out of sync and projects stall. This flow writes paid status to your operations tracker so project coordinators can schedule and order materials same day.