Update project task when a service quote is revised
Update project task when a service quote is revised
Your service quotes change and crews lack up-to-date scope, pricing, and notes on project tasks. Refresh task details so crews see current scope and pricing before dispatch.
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Overview
Quote changes often leave crews working from stale task cards, causing delays and rework. This workflow injects revised scope, pricing, and notes directly into the matching project task so coordinators and technicians act on the right information before the next dispatch window.