Create parts needed tasks from tagged HVAC jobs
Create parts needed tasks from tagged HVAC jobs
Your jobs marked needing parts leave dispatch without an actionable work item to order components. Create and assign Parts Needed tasks so parts are ordered and crews are ready same day.
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Overview
When jobs are flagged as needing parts, ordering and scheduling often stall and technicians wait. This flow turns those flags into assigned Parts Needed tasks so procurement and dispatch can act within minutes and crews are ready same day.