Create seasonal inspection tasks from deal scheduling flag
Create seasonal inspection tasks from deal scheduling flag
Your deal flag changes don't create season-inspection tasks, leaving field teams without assignments. Coordinators can dispatch crews same day when inspection tasks are created and assigned.
Overview
When a service-contract deal is flagged for scheduling, manual task creation slows dispatch and risks missed seasonal checks. This flow converts flagged deals into scheduled, staggered inspection tasks and clears the flag so coordinators can dispatch crews same day.