Update job with PO details and pinned note
Update job with PO details and pinned note
Your PO receiver form submissions are disconnected from jobs, delaying parts orders and invoicing. The flow adds PO details to the job and creates a pinned note so teams can act the same day.
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Overview
PO forms that live outside job records create delays for dispatch and parts procurement. This flow writes PO details to the job and pins a clear note, so dispatchers and billing have actionable context within minutes.