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Create field service calendar items from quote rows

Create field service calendar items from quote rows

Quote log rows lack structured job records, forcing dispatch and billing to copy entries and causing delays. It creates calendar-ready job items so coordinators can schedule and bill jobs same day.

Create field service calendar items from quote rows

Overview

Manual copying from quote logs forces dispatch and billing to hunt for job context and creates scheduling gaps. Convert qualifying quote rows into calendar-ready job records so coordinators can schedule and bill jobs same day, reducing missed dispatches before the next shift.

Create field service calendar items from quote rows