Auto-Import Tasks When Jobs Created: JobTread Workflows

Описание: 🔥 STOP Doing This Manually! JobTread Certified experts will build your complete automation system in 30 days—GUARANTEED.

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⚡ What if your entire business ran on autopilot? This is your roadmap.

Why This Matters:

Forgetting critical pre-sales tasks costs contractors thousands in missed follow-ups, delayed proposals, and lost deals. This workflow automatically imports your complete task checklist the INSTANT a new job is created—ensuring nothing falls through the cracks and every job starts with perfect execution.

What You'll Master:

✅ Setting up "Job Created" triggers that fire automatically
✅ Creating reusable Schedule Templates and To-Do Templates
✅ Importing task templates with zero manual work
✅ Ensuring every team member knows their responsibilities immediately
✅ Tracking workflow execution in real-time

Video Timestamps:

00:00 Introduction to Workflow Automation
00:21 Setting Up the Workflow Trigger
00:34 Creating and Importing Task Templates
01:08 Executing the Workflow
01:49 Reviewing the Automated Tasks
02:01 Conclusion and Benefits

This Complete Playlist Includes:

📋 Import Task Templates on Job Creation ← YOU ARE HERE
⏰ Daily Log Reminders with Clock Out Triggers
📧 Email-to-Comment Automation
📅 Google Calendar Sync
📞 Cal.com Booking → JobTread Integration
🎯 Connected Lead Source Tracking
...and more!

💼 About Better Boss:

We're a JobTread Certified Implementation Partner with 9+ years in roofing/construction. We've helped companies hit $1M+ revenue through bulletproof automation systems, custom estimating engines, and ongoing fractional CTO support.

Our Promise: Your complete JobTread system, fully automated, in 30 days or less. No overwhelm. Just results.

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📲 Visit Better Boss: https://mybetterboss.ai/