Add installation line items when deal enters install stage

Your install-stage deals often miss installation line items, making quotes incomplete and delaying scheduling. You get consistent, ready-to-send quotes so jobs can be scheduled same day.

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Overview

When a quote reaches the install stage, missing materials and labor force last-minute edits and slow down scheduling and invoicing. This flow injects a consistent set of install line items into each deal so quotes are complete and jobs can be scheduled and invoiced same day.