More input regarding workflow

We install fire extinguishing systems throughout the country and carry out service/inspections on many of these systems.

It is either semi-annual or annual control. We have around 5-600 service x2 a year.

In order to control this, we are dependent on a recurring task function that notifies or appears in the calendar (as it works on the program we use today) when it is time for execution. When the task appears in the calendar, it has to be planned and checked, reports have to be sent out to the general manager/operating technician or property owners, and finally it has to be invoiced.

My big dream would have been to create a function like this in Gripr, so that we have everything on one platform and full control from A to Z.

Trying to outline my thoughts in an order, and hope you get the essence at least:

Offer (installation of extinguishing system) accepted by customer.
We create a project (extinguishing system) in Gripr (like today).
The extinguishing system is installed and documentation is stored in the project (as today).
An offer for a service agreement for the project is created and sent out to another customer (sub-project?) than the original owner of the project.
The new customer (can be a restaurant owner, ventilation company or property owner) accepts the service agreement offer.
We now create a recurring task on either the project or the sub-project (depending on who should receive the invoice/report).
When it's time for inspection/service, this task will appear on either the list or calendar under tasks in Gripr.
Gripr then creates a slightly more advanced calendar/resource planner where you can create your own columns that either show the employees, departments, locations...whatever.
When scheduling service tasks (or service objects!?), you can drag-and-drop the tasks between employees, dates or departments.
When the service technician completes the task, fills in the form and finishes/approves the task, a report is automatically sent out to the email addresses entered in the project or sub-project. A new task is then generated, which reappears in six months or a year.
I haven't fully explored the form and task builder yet, so maybe the solution is there... Anyway, when you're filling out a form with several items, there may be a discrepancy in one item, for example. Is it possible to create a function that allows you to create a task directly in the form for exactly the point that has a discrepancy? For example, under item 2.1, you write down the deviation (so that it appears in the report) and then you can choose to create a task in addition for internal use?
Finally, there is the invoicing of service assignments, and then there are often some completely different customers who should have an invoice than those who ordered the extinguishing system itself. If you can op...