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Update opportunity record when field service job completes

Update opportunity record when field service job completes

Finished jobs don't update CRM opportunities, leaving reps without pipeline context and delaying follow-up. It updates opportunity stage and contact info so reps can close invoices same day.

Update opportunity record when field service job completes

Overview

When field service jobs complete, your pipeline should reflect that progress immediately or reps miss closing and billing windows. This flow keeps opportunity stages and contact data current so reps can issue final invoices and perform outreach the same day.

Update opportunity record when field service job completes