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Create renewal tasks from sold estimates for dispatch

Create renewal tasks from sold estimates for dispatch

Your sold estimates aren't routed into task lists, leaving renewals unassigned and appointments delayed. This creates renewal tasks so dispatchers can book visits ahead of service windows.

Create renewal tasks from sold estimates for dispatch

Overview

When sold renewal estimates aren't turned into work items, follow-ups slip and revenue opportunities cool. This flow turns each sold estimate into a renewal task so dispatchers can schedule visits within days and avoid missed service windows.

Create renewal tasks from sold estimates for dispatch