Create installation schedule row when quote is accepted
Create installation schedule row when quote is accepted
Your accepted quotes sit in proposals and email threads, leaving install locations and contact details uncaptured and delaying dispatch. Logging them into a schedule sheet keeps installers informed for same-day dispatch.
Overview
Accepted quotes often remain buried in proposals and inboxes, which leaves install addresses and contact details uncaptured and slows dispatch. This flow logs each acceptance into a shared schedule and notifies operations so installers have context and planning can happen the same day.