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Create site end task when deal moves to on-site

Create site end task when deal moves to on-site

Your on-site deals often lack tracked build-end dates, stalling final inspections and billing. Tasks are created so managers can schedule inspections and issue invoices same day.

Create site end task when deal moves to on-site

Overview

When deals move to on-site, operations and billing need a reliable handoff to finish builds and invoice on time. This workflow creates a timed completion task tied to the deal and surfaces it to owners so inspections and invoicing can be scheduled same day.

Create site end task when deal moves to on-site