Create service job from completed proposal for delivery
Create service job from completed proposal for delivery
Your completed proposals often stall before operational handoff, causing crews to miss prep and start dates. It creates job records and pushes structured details to delivery coordinators the same day.
Overview
When proposals close, operations should be ready immediately — not hunting for details. This flow turns every completed proposal into a structured job record and delivers a ready summary to delivery coordinators the same day, so crews can be scheduled and start-date work is prepared without delay.