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Create kickoff checklist and assign owner on contract

Create kickoff checklist and assign owner on contract

Signed service orders arrive without tasks or attachments, leaving owners missing context. Creates a kickoff checklist with the signed PDF and assigns an owner so onboarding starts same day.

Create kickoff checklist and assign owner on contract

Overview

When a customer signs a service order, this flow converts that document into a staffed implementation checklist so coordinators receive attachments, details, and an owner immediately. That removes manual handoffs and gets onboarding started same day.

Create kickoff checklist and assign owner on contract