Update project commissioning date in your project records
Update project commissioning date in your project records
Your commissioning dates in CRM aren't reaching project records, causing handover delays and billing gaps. Coordinators can schedule installs and bill before the next billing run.
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Overview
When commissioning dates stay siloed in the CRM, installs get mis-scheduled and invoices slip. This flow writes formatted commissioning dates into your project database and flags specific product installs so coordinators can schedule and bill before the next billing run.