Create order card from won deal for fulfillment

Your won deals arrive without structured order specs or appointment times, causing mis-scheduled installs and rework. You get detailed order cards routed to fulfillment for same-day scheduling.

Overview

Closed deals need to become actionable work items for your installers and production staff. This flow turns won deals into structured order cards so fulfillment gets full specs and scheduling tasks within minutes, reducing rework and same-day scheduling gaps.