Create master work order row from approved quote
Create master work order row from approved quote
Your approved quotes lack client and property details in the master work order sheet, causing dispatch mistakes and extra trips. Add quote rows automatically so crews have full context same day.
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Overview
Approvals should hand off cleanly to operations, not create more work. This flow captures approved quote details into your master work order sheet so schedulers and crews get full job context the same day, reducing dispatch errors and unnecessary return trips.