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Create scheduling tasks from new estimates to queue work

Create scheduling tasks from new estimates to queue work

Your estimates arrive without a scheduling task, leaving dispatch teams missing customer and address context. It creates a task with customer and location so visits get scheduled same day.

Create scheduling tasks from new estimates to queue work

Overview

Estimates that land without scheduling tasks create delays and extra calls from customers. This flow converts each estimate into a task that includes customer, location, and appointment context so dispatch can assign and schedule visits the same day, reducing missed jobs and manual lookups.

Create scheduling tasks from new estimates to queue work