For installation coordinators: create single PDF work orders

Installation coordinators miss install details on stage changes, causing scheduling errors and missing instructions. Generate one PDF work order and CRM note so ops have a single source.

Overview

Missed or fragmented install instructions lead to rework and scheduling chaos. This workflow guarantees every confirmed deal emits a single PDF work order and CRM note, giving installation coordinators and sales ops one authoritative record and eliminating ambiguous handoffs.

Notable Features

Create standardized PDF work orders
Attach work order to CRM deal
Notify installation and sales ops