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Create job notes from shipped inventory sheet entries

Create job notes from shipped inventory sheet entries

You can't prep installs when shipped rows lack context, causing dispatch delays. Attach shipment notes to the job so technicians have tracking and recipient details same day.

Create job notes from shipped inventory sheet entries

Overview

When inventory rows flip to shipped without context, technicians and dispatch waste time chasing details and installs slip. This flow writes a cleaned shipment note into the job and posts a team summary, so dispatch and technicians have tracking and recipient details the same day.

Create job notes from shipped inventory sheet entries