Private
Project *AFC Artificial Intillegence » Algo Trade Automation » Algo Trade Manual » Bulk mail Automation with web interface » Bulk Mail Service For Bench Sales » Code Generation Tool » Cold Emailing Automation (AI-Driven) » Invoice Inventory Automation » invoice to inventory for evergreen » Test Automation » What's app Bulk messaging with AI agents » Zelle Payment for evergreenCharan Technologies _ DevelopmentEver green Farms USA (static website)Evergreen farms (pos)Evergreen React ApplicationHackthonIT HappENSLucky BraidsMy Produce StandOffice Requirments » Daily Tasks For Madhu » Employees requirements » Recruitment senior mern stack developer » Red MIne Speed » Senior Mern Stack DeveloperQA TestersRare FruitsRegal SolarRegal Solar DMRegal Solar Energy_ ReactReliance Home Builders_ reactRemit2AnyRestaurant POSRSVPRV_ EngraverSri Farms _ DMSri_FarmsTech FourceTechnical RequirementsTechy_DevelopmentTravel Mate
Tracker *Bug Feature Support Testing
Subject *
Description Edit As a Manager I want to create a job using a single unified form where I can select an approved quotation, choose a lead, and schedule the job start date & time So that I can quickly set up and assign field work without navigating multiple screens. Acceptance Criteria AC01 — Load Approved Quotations The form must display a dropdown listing only quotations with status Approved. Selecting a quotation must auto-fill customer details and job type. AC02 — Lead Selection The form must show a dropdown of all active leads (users with Lead role). Lead selection must be mandatory before submission. AC03 — Start Date & Time Selection Start date & time field must be mandatory. The date must be today or future (no past dates). Scheduling must re-validate fieldstaff availability. AC04 — Submit Job Creation Form On submit, the system must create a new job with a unique Job ID. Job status must be set to Assigned. System must store: Selected quotation, Lead, Scheduled start date/time, Creator info AC05 — Notifications After saving the job: Lead must receive notification (push + email/optional SMS) Manager must see a confirmation toast AC07 — Job Visibility The newly created job must appear immediately in: Manager’s job list Lead’s job list AC08 — Audit Logs System must record: Created By, Created On, Assigned To, Quotation Linked.
Status Resolved
Assignee Ajit AChandra Sekharghazala shamimKarthik PalakondaMadhu BabuMani KantaPavan Kumar MuralaRavi Shankar PalleSai Priyatham SadineniSai Teja PopuriSubhani ShaikTeja Sriram Sanganivinay palakondaYalavarthi ThriveniYogeesh sai
Target version Sprint 1 Sprint2(12/08/2025 - 12/19/2025)
Parent task
Estimated time Hours