Create job sheet and client record on quote acceptance
Create job sheet and client record on quote acceptance
Accepted grounds maintenance quotes often lack a job sheet and shared link, delaying crews. It creates a job sheet and updates the client row so crews and office staff have details same day.
Overview
When a client accepts a grounds maintenance quote, you need the job spec in crew hands immediately instead of chasing files. This creates a formatted job sheet, places it in staff access, and updates the client row so crews and admin have the spec and link same day.