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Create live job and folders from won orders

Create live job and folders from won orders

You lose time when a won PV order lacks a ready job record and project folder for installers. Build the live job, folders, schedule, and update systems so work starts same day.

Create live job and folders from won orders

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Overview

When won PV orders remain as sales rows, operations wastes hours creating folders and records manually. This flow turns a won order into a complete live job record, folder set, schedule event, and sheet row within minutes so coordinators and installers can start same day.

Create live job and folders from won orders