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Create job onboarding tasks for new fabrication jobs

Create job onboarding tasks for new fabrication jobs

New job records often lack kickoff steps, leaving crews without prep details and causing on-site delays. Standard tasks are added so coordinators can triage and start jobs same day.

Create job onboarding tasks for new fabrication jobs

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Overview

When new jobs arrive without kickoff tasks, crews waste time asking questions and priorities slip. This flow updates job location info and applies a standard task set so coordinators can triage and get crews moving the same day.

Create job onboarding tasks for new fabrication jobs