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Create return maintenance cards from new service requests

Create return maintenance cards from new service requests

You get maintenance return requests as cards without pickup dates or handoff details. The workflow creates a return card with pickup info and a due date, giving same day scheduling visibility.

Create return maintenance cards from new service requests

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Overview

Incoming maintenance returns often arrive without pickup dates, forcing manual follow-ups and delays. This flow converts those requests into scheduled return cards with pickup context and a due date, giving coordinators same-day visibility and reducing manual handoffs.

Create return maintenance cards from new service requests