Create handover task when a quote is accepted
Create handover task when a quote is accepted
Accepted quote emails without a structured handoff stall your field crew scheduling. Create a task with job context for supervisors so teams can schedule and dispatch same day.
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Overview
Accepted-quote emails are a handoff moment — not a calendar note; when they sit in an inbox, scheduling grinds to a halt. This flow converts each accepted quote into a prioritized handoff task with customer and site context, so supervisors can assign crews and get jobs dispatched the same day.