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Create license assessment task and update booking record

Create license assessment task and update booking record

Booking records receive documents without verification, leaving coordinators unsure of contract or license status. Tasks and booking status update automatically so owners can verify documents same day.

Create license assessment task and update booking record

Overview

When document uploads arrive untriaged, coordinators waste time chasing paperwork and bookings stall. This flow updates the booking record and spins up a clear assessment task so owners can verify licenses and contracts same day.

Create license assessment task and update booking record