Create work order and task for accepted estimate
Create work order and task for accepted estimate
Accepted estimates don't become scheduled jobs, so crews and office staff lack dispatch and billing context. Create work orders and a task so teams can schedule and invoice same day.
Overview
When accepted estimates sit in accounting, crews wait and deposit invoices get delayed — that costs days in scheduling and cash flow. This flow turns each accepted estimate into a dispatch-ready work order and an office task so crews are scheduled and deposit invoicing happens same day.