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Create service job when appointment reaches pipeline stage

Create service job when appointment reaches pipeline stage

Appointment pipeline entries often need manual booking, leaving dispatch without customer context and delaying field crews. Create jobs with customer and task details so teams can dispatch same day.

Create service job when appointment reaches pipeline stage

Overview

When appointment pipeline entries require manual booking, dispatch loses customer context and crews get delayed. This workflow turns those pipeline moves into scheduled work orders automatically, so operations can dispatch same day and cut manual entry work.

Create service job when appointment reaches pipeline stage