Create handover and measurement docs for installation sites

You have installation projects marked ready without client protocols, delaying signoff and leaving field teams without records. Generate ready handover and measurement documents automatically so installers have packets same day.

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Overview

Missing client protocols stall installs and create administrative backlog; this workflow auto-generates client-facing handover and measurement documents the moment a project reaches the scheduling stage. Field supervisors receive ready packets same day, speeding signoff and keeping site records audit-ready.