Create project task from accepted proposal with job details
Create project task from accepted proposal with job details
Your accepted proposals often arrive without a clear handoff, leaving crews without job context. It creates a project task with client contact, cost, and calendar links, enabling same-day mobilization.
Overview
Accepted proposals are your most important handoff; without an immediate task entry, crews and managers lack context and projects stall. This flow converts each acceptance into a populated project task so project managers can assign crews and start mobilization the same day.