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.

Create seasonal inspection tasks from deal scheduling flag

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.

Create seasonal inspection tasks from deal scheduling flag