Create permit task from new invoice line items
Create permit task from new invoice line items
Your invoices lack installation context, delaying permit processing and field prep. Create permit tasks with outlet and fixture summaries so coordinators can triage same day.
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Overview
When invoice line descriptions lack installation context, permit coordinators waste time chasing details and inspections can be missed. This flow classifies each invoice line, records permit counts, updates your duplicate-check table, and creates a permit task so coordinators have actionable summaries for same-day triage.