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Create field checklist when project stage changes for sites

Create field checklist when project stage changes for sites

Stage changes that don't generate a checklist cause inconsistent site prep and rework. It creates a templated checklist so technicians receive tasks and sites are ready same day.

Create field checklist when project stage changes for sites

Overview

Unstandardized site handoffs create rework and downtime; this flow generates templated checklists immediately when a project moves stage. Field teams get consistent tasks and supervisors see site readiness same day, reducing manual setup overhead.

Create field checklist when project stage changes for sites