Create job materials from new quote line items
Create job materials from new quote line items
Quote line items live in a sheet and never reach job records, triggering missing parts and rush sourcing. This creates job material records so coordinators, crews get accurate picklists before dispatch.
Workflow preview:
Zap details:
Overview
When quote line items sit in a spreadsheet they often fail to make it into job records, causing last‑minute sourcing and schedule friction. This flow converts sheet rows into job material records and notifies downstream systems so coordinators and crews have accurate picklists within minutes, ahead of dispatch.