Create compliance task from sold estimate for jobs
Create compliance task from sold estimate for jobs
Your sold estimates don't create compliance tasks, leaving certificates and crew scheduling untracked. Create assigned compliance tasks with job context so certificates finish ahead of deadlines.
Overview
When sold estimates don't generate tracked work, certificate scheduling slips and crews scramble. This flow creates a tied compliance task with full job and customer context and tags the source job, so your coordinators can schedule and complete certificates within days and avoid regulatory delays.