Create field service job from updated sales deal
Create field service job from updated sales deal
Your deals marked ready for install often don't create field jobs, leaving technicians without context and delaying billing. Create complete jobs so dispatch and billing can act the same day.
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Overview
When install-ready deals don't translate into field jobs, crews lose context and billing gets delayed. This flow turns a stage change into a full Service job with contact, address, and scope so dispatch and billing can act the same day.