Create recurring filter delivery jobs from invoice lines
Create recurring filter delivery jobs from invoice lines
Your completed invoices lack recurring filter delivery jobs, forcing dispatch to track repeat services manually. Create assignable jobs so dispatchers can schedule and confirm deliveries same day.
Overview
Dispatchers waste time hunting invoices and manually re-entering recurring deliveries; this flow converts qualifying completed invoices into scheduled delivery jobs automatically. You get assignable jobs populated with customer and location context within minutes, enabling same-day routing and fewer missed recurring services.