Create packing list doc and attach link to records

Your paused job rows lack packing lists, leaving installers unsure of parts. It creates a packing list document and updates tracking rows so teams have it same day.

Overview

When an estimate is marked sent, installers and coordinators need a clear parts list immediately or schedules slip chasing missing items. This flow generates a packing list document, adds site photos, and writes the link back into your tracking sheets so teams have the list same day.