Create SOW setup task from signed change order

Signed change orders arrive without a tracked task or SOW entry, delaying rollout and billing for program coordinators. It creates a tracked record and assigns an owner so setup starts same day.

Create SOW setup task from signed change order

Overview

Signed change orders often sit untracked, creating rollout and billing friction for program coordinators and billing staff. This flow turns each signed document into a logged SOW and an assigned task, so buildout work starts same day and billing can proceed on schedule.

Create SOW setup task from signed change order