Create work order tasks from incoming customer orders

Your order webhooks lack task structure, leaving ops unable to prepare parts or schedule crews. It creates structured work orders with product subtasks so teams can schedule installs same day.

Create work order tasks from incoming customer orders

Overview

Incoming order payloads often arrive without the context your crews need, delaying dispatch and parts prep. This flow converts those webhooks into structured work orders with product subtasks and an assigned follower so operations can assign and schedule installs the same day.

Create work order tasks from incoming customer orders