Create work order and billing records from accepted quote
Create work order and billing records from accepted quote
Accepted quotes left unprocessed block line-item imports and billing contacts. The workflow creates a job record, accounting contact, and import-ready line items so work and invoices start same day.
Overview
When a customer accepts a quote, this flow converts that acceptance into a complete job record, accounting contact, and import-ready line items so dispatch and billing can act immediately. That reduces manual handoffs and gets work scheduled and invoiced the same day.