Completed vWork Jobs close the related salesforce Task
- When the job is completed in vWork, we automatically close the task in Salesforce.
- We write the vWork Job number into the task notes.
- We also attach a PDF job status report to the task showing all of the vWork job details
- If you import your customer information from Salesforce, we also create completed tasks in Salesforce for any jobs you create for these customers in vWork.
Salesforce is populated with vWork Job information as follows:
|Salesforce vWork Job completed||becomes||Task is closed|
|vWork Job Number||becomes||Noted in Salesforce notes|
|vWork PDF Job report||becomes||Attached to Salesforce task|
|Any job for a Salesforce imported contact||becomes||a Salesforce closed task|