Create per-item job records from accepted quote lines
Create per-item job records from accepted quote lines
You get accepted quotes with unstructured line items, leaving crews and invoices missing job detail. Add formatted per-item records so coordinators can assign crews and prepare billing same day.
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Overview
Accepted quotes often arrive as compact selections that crews and billing staff can't action quickly. This workflow turns each chosen line into a standardized operations row so coordinators can assign crews and prepare invoices the same day. The result is faster dispatch and fewer billing follow-ups.