Create delivery tasks from approved scope extension form
Create delivery tasks from approved scope extension form
Unprocessed scope extension responses hide delivery workload and cause job delays. Automatically create tasks and approve quotes so your delivery team can act the same day.
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Overview
Scope-extension forms should turn straight into scheduled work, not an inbox task list. This flow updates the quote, creates delivery tasks, and notifies coordinators so your delivery team has visibility and can resource the work the same day.