Skip to content

Update your project tracker from opportunity changes daily

Residential opportunities drift out of your project tracker and cause scheduling errors and material mismatches. Keep your tracker aligned so managers can dispatch same day.

Update your project tracker from opportunity changes daily

Workflow preview:

Zap details:

Overview

When opportunity details fall out of sync, crews and materials get misaligned and jobs slip. Keep your central project tracker aligned with CRM updates so production managers can dispatch crews and order materials the same day.

Update your project tracker from opportunity changes daily