Update project deal and schedule from signed delivery note
Update project deal and schedule from signed delivery note
Your signed delivery notes remain disconnected from project records, stalling dispatch and billing. This links the signed note to the deal and worksheet so teams have updated status within minutes.
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Overview
Signed delivery notes are the final confirmation your teams need to close scheduling and billing loops, but when they sit disconnected projects stall. This flow updates the deal stage and worksheet within minutes so project managers and dispatch coordinators can act immediately.