Create install tasks from approved quotes for crews
Create install tasks from approved quotes for crews
Your approved quotes without clear next steps delay crews and leave installers missing scope and parts. Create ready install tasks with quote context so crews are assigned and begin same day.
Overview
When approved quotes sit without actionable next steps, dispatch loses time and same-day installs slip. This flow converts approved quotes into clear, assignable install tasks so dispatch coordinators and crews get full context and can start work same day.