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Create delivery kickoff tasks when contract is signed

Create delivery kickoff tasks when contract is signed

Signed contracts left unprocessed delay delivery setup and crew scheduling. It creates the project record, attaches the contract, and generates checklists so crews start same day.

Create delivery kickoff tasks when contract is signed

Overview

Signed deals instantly become operations-ready projects with the contract attached, schedule window, and required checklists — eliminating manual handoffs. Delivery coordinators and crews get everything they need to mobilize and start installs the same day.

Create delivery kickoff tasks when contract is signed