Update process record with customer and job details
Update process record with customer and job details
Your intake tasks lack customer, location, and invoice details, so teams must chase missing info. Coordinators receive enriched records so they can assign work and ready billing same day.
Overview
When intake tasks reach completion without consolidated customer and job data, onboarding and dispatch waste time chasing details and billing is delayed. This flow enriches the process record with contact, location, and invoice information so coordinators can assign work and ready billing the same day.