Update project commissioned date from portal form submission
Update project commissioned date from portal form submission
Your portal commissioning submissions aren't recorded in CRM, delaying handoffs and invoices. Keep commissioned dates current so project managers and billing can close jobs same day.
Overview
When commissioning confirmations arrive in the portal, your CRM should reflect final status immediately. This flow writes the commissioned date to project records and alerts billing so teams can close jobs and issue invoices the same day.