Add site inspection checklist link to customer record

You trigger site inspections from records but missing checklist links leave technicians without asset details. Adding a checklist link gives crews context and start-ready info same day.

Overview

When inspections are kicked off from a record, crews need immediate, consistent context to act. This workflow builds a browser-safe checklist link and writes it back to the record so field technicians and ops managers have start-ready information the same day. Implementing this removes guesswork at dispatch and speeds first-visit readiness.