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Create permit and tag items for scheduled jobs

Create permit and tag items for scheduled jobs

Your scheduled jobs include tags for permits, deposits, rentals, and utility work that often miss dispatch visibility. It creates board items per tag so coordinators get action items ahead of dispatch.

Create permit and tag items for scheduled jobs

Overview

When special job tags don't trigger follow-up work, crews arrive unprepared and permits or rentals slip. This workflow turns tagged scheduled jobs into actionable board items so dispatch and field supervisors have clear tasks and dates ahead of dispatch.

Create permit and tag items for scheduled jobs