Update new service tasks with client form links

When service tasks miss intake form links, your coordinators and technicians waste time and risk incomplete prep. Attach the correct client form automatically so teams are ready same day.

Overview

Missing intake forms slow crews and create rework; manually fixing task paperwork wastes coordinator hours. This flow automatically attaches the right client form link to each new service task, so field teams and coordinators are ready the same day and prep time drops.