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Create inspection work item from new deal on board

Create inspection work item from new deal on board

New deals sitting only in CRM lack inspection context and attachments. Work items are created with full details so teams can schedule and act the same day.

Create inspection work item from new deal on board

Overview

Deals that stay only in the CRM create handoff friction and incomplete jobs for field teams. This flow turns every new deal into a fully detailed operations item so coordinators and technicians receive job context within minutes and can schedule same day.

Create inspection work item from new deal on board