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Create install return tasks from field form submissions

Create install return tasks from field form submissions

You get return-install form submissions with no owner, leaving jobs untriaged and delayed. That enables crews to triage and start work within 24 hours.

Create install return tasks from field form submissions

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Overview

Return-install form submissions often arrive without an owner, leaving dispatch to triage manually and delaying fixes. This flow creates branch-specific tasks and assigns technicians automatically so dispatch can triage and crews can start work within 24 hours.

Create install return tasks from field form submissions