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.
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.