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Create worksheet and link for new order tracking

Create worksheet and link for new order tracking

Your installation orders miss a central tracking sheet, causing crews to lack delivery details and delay installs. Keep a worksheet linked to each order so coordinators get shipment context before installs.

Create worksheet and link for new order tracking

Overview

When orders need shipment tracking, coordinators shouldn't have to hunt for delivery details. This flow creates a dedicated worksheet and links it back to the order record so project coordinators get shipment context within minutes, helping crews arrive prepared ahead of installs.

Create worksheet and link for new order tracking