Create site measure job from quote status change
Create site measure job from quote status change
When a quote moves to site-measure status, your ops team lacks scheduled work and client context for crews. Create the job, add client details, and alert crews so work is scheduled within minutes.
Overview
Quotes that require site measures often leave crews waiting on details and introduce scheduling friction. This flow creates the field job, captures client context, and notifies operations so crews and coordinators have visibility within minutes.