Completed vWork Jobs close the related salesforce Task
- When the job is completed in vWorkApp, we automatically close the task in Salesforce.
- We write the vWorkApp Job number into the task notes.
- We also attach a PDF job report to the task showing all of the vWorkApp job details.
(If you import your customer information from Salesforce, we will also create completed tasks in Salesforce for any jobs you create for these customers in vWorkApp.)
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|