Update equipment snapshot with totals and categories now
Update equipment snapshot with totals and categories now
Your equipment evaluations lack totals and category roll-ups, so field teams miss per-site counts and costs. The workflow writes totals back to the record so you get quote-ready summaries before dispatch.
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Overview
When equipment evaluations arrive without aggregated totals, quotes slow and dispatch readiness suffers. This flow automatically converts line items into category and grand totals and writes a compact snapshot back to the record so coordinators have quote-ready summaries within minutes.