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Create follow-up task from completed estimates for techs

Create follow-up task from completed estimates for techs

Your completed estimate tasks lack explicit next steps, causing dispatch confusion and delayed installs. Create standardized follow-up tasks so dispatch and crews get job context and same-day prep.

Create follow-up task from completed estimates for techs

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Overview

Estimate completions often leave crews without clear next steps, causing delays and extra calls to dispatch. This flow creates formatted follow-up tasks and attaches job notes instantly, so dispatch and technicians have actionable tasks and same-day prep time.

Create follow-up task from completed estimates for techs