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Update quote records with job number and status

When jobs are created but not reflected in your quotes sheet, billing and dispatch waste time finding matches. It updates the quote with job number, status, and date same day.

Update quote records with job number and status

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Overview

Disconnected quote and job records slow invoicing and create extra manual work for billing and dispatch. This flow writes the job number, status, and date back into the matching quote row so teams have the right record and can act same day.

Update quote records with job number and status