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Create PO and invoice from signed repair estimate

Create PO and invoice from signed repair estimate

Signed repair estimates lack purchasing and billing records, delaying parts orders and handoffs. This creates PO and invoice entries so procurement and billing are ready same day.

Create PO and invoice from signed repair estimate

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Overview

Signed repair estimates are the handoff moment where procurement and billing often fall behind, delaying repairs and frustrating customers. This flow creates purchase orders and invoices and updates the deal and table so parts get ordered and billing is ready the same day.

Create PO and invoice from signed repair estimate