Create pre-install tasks from new full installs for team
Create pre-install tasks from new full installs for team
Your full-system install jobs can miss permits and material orders, slowing crews and causing last-minute delays. It creates pre-install checklist tasks so dispatch and crews act on items same day.
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Overview
When sold full-system installs lack pre-install steps, crews wait on permits and parts and installations slip. This flow creates and assigns checklist tasks as jobs are recorded, so dispatch and installers can complete orders and pull permits same day.