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Update installation record and mark ready to schedule

Your installation records often lack readiness details after opportunity status changes, causing dispatch confusion. Get scheduling-ready installation records so coordinators can assign crews same day.

Update installation record and mark ready to schedule

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Overview

Install-ready opportunities often leave incomplete installation records, which creates dispatch delays and manual follow-ups. This flow updates the installation record and sets access flags so coordinators can assign crews and close scheduling gaps same day.

Update installation record and mark ready to schedule