Create pending work order from accepted customer quote
Create pending work order from accepted customer quote
Your accepted quotes slip through without formatted line items, leaving techs unclear on job specs. The flow creates a pending work order with itemized lines so teams can start work same day.
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Overview
When a customer accepts a quote, your shop needs clear, itemized instructions immediately; manual entry creates bottlenecks and slows turnarounds. This flow turns accepted quotes into pending work orders with formatted line items so coordinators and techs can schedule and start restorations the same day.