Create seasonal service tasks from deal flag changes
Create seasonal service tasks from deal flag changes
Operations coordinators miss sold-time info when a deal's plan appointment flag changes, leaving crews unscheduled. Crews receive seasonal tasks with sold times to avoid manual scheduling.
Overview
Operations coordinators risk service gaps when sold times don't translate into scheduled work. This workflow turns every plan-appointment flag into a detailed, assigned seasonal service task, eliminating manual handoffs and protecting service continuity. The result is faster handoffs and fewer missed scheduling steps.
Notable Features
- Create tasks from flag changes
- Populate tasks with sold times
- Assign tasks to field coordinators