Automatically Generate and Allocate Tasks Triggered by Status Changes on Quotes, Jobs, etc..

Make sure your team does what is needed every time – set up the tasks that need doing when a quote, job, etc. move status.

If you want a task to book a site visit when the client confirms a quote, or for the purchasing manager to check stock, these can be automatically generated and assigned to a specific team member.

Find out more here.

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