Create job records from approved quotes for field teams
Create job records from approved quotes for field teams
Approved quotes left unconverted create gaps in job intake, missing client and site details for scheduling. Create job records with address and contact info so crews can be dispatched the same day.
Overview
When approved quotes sit outside your job tracker, dispatch and billing slow down and crews lack context. This flow converts approved quotes into complete job records and updates finance tracking so teams can schedule and bill with full information the same day.