diff --git a/src/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input.ts b/src/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input.ts
index 53c2f381..0edec077 100644
--- a/src/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input.ts
+++ b/src/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input.ts
@@ -12,12 +12,15 @@ export function buildInlineDraftCreateInput(
   const location = sites.find((s) => String(s.id) === String(draft.locationId));
   const locationName = draft.location || draft.site || location?.name || "";
 
+  const hasWeekTarget = Boolean(draft.targetWeek?.trim());
+  const scheduleWeekOnly = draft.scheduleWeekOnly && (hasWeekTarget || Boolean(draft.scheduledOn));
+
   return {
     locationId: String(draft.locationId || ""),
     locationName,
     siteCode: location ? resolveSiteCode(location) : resolveSiteCode({ name: locationName }),
     woNumber: draft.woNumber,
-    type: draft.type,
+    type: draft.type || "PM",
     assigneeId: draft.dispatcherId,
     assigneeName: assignee?.name ?? "",
     scheduledOn: draft.scheduledOn,
@@ -35,7 +38,7 @@ export function buildInlineDraftCreateInput(
     pocName: draft.pocName,
     pocPhone: draft.pocPhone,
     pocNotes: draft.pocNotes,
-    scheduleWeekOnly: draft.scheduleWeekOnly,
+    scheduleWeekOnly,
     targetWeek: draft.targetWeek || "",
   };
 }
diff --git a/src/app/(protected)/workorders/_components/list/table/cells/date-cell.tsx b/src/app/(protected)/workorders/_components/list/table/cells/date-cell.tsx
index 417ffe22..6d78143e 100644
--- a/src/app/(protected)/workorders/_components/list/table/cells/date-cell.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/cells/date-cell.tsx
@@ -15,6 +15,8 @@ type DateCellProps = {
   targetWeek?: string;
   onSaveWeek?: (weekStart: string) => void;
   defaultMode?: "week" | "date";
+  /** When set, shows Clear in the popover so schedule can be removed (e.g. day-group → Unscheduled). */
+  onClear?: () => void;
 };
 
 export function DateCell({
@@ -26,6 +28,7 @@ export function DateCell({
   targetWeek = "",
   onSaveWeek,
   defaultMode,
+  onClear,
 }: DateCellProps) {
   const [anchorEl, setAnchorEl] = useState<HTMLElement | null>(null);
   const [cellMode, setCellMode] = useState<"week" | "date">(
@@ -132,6 +135,21 @@ export function DateCell({
             }}
           />
         )}
+        {Boolean(onClear) && (
+          <div className="mt-2.5 flex justify-end border-t border-border pt-2">
+            <button
+              type="button"
+              onClick={() => {
+                onClear?.();
+                setAnchorEl(null);
+              }}
+              className="text-[11.5px] font-medium transition-colors"
+              style={{ color: "var(--color-text-muted)" }}
+            >
+              × Clear
+            </button>
+          </div>
+        )}
       </Popover>
     </>
   );
diff --git a/src/app/(protected)/workorders/_components/list/table/cells/site-cell.tsx b/src/app/(protected)/workorders/_components/list/table/cells/site-cell.tsx
index 939b4ce4..89a703f6 100644
--- a/src/app/(protected)/workorders/_components/list/table/cells/site-cell.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/cells/site-cell.tsx
@@ -17,6 +17,8 @@ type SiteCellProps = {
   pocNotes?: string;
   sites: LocationOption[];
   q?: string;
+  /** Inline create: editable POC + Site/POC required to confirm the modal. */
+  createMode?: boolean;
   onSave: (patch: SitePatch) => void;
 };
 
@@ -31,6 +33,7 @@ export function SiteCell({
   pocNotes,
   sites,
   q,
+  createMode = false,
   onSave,
 }: SiteCellProps) {
   const [open, setOpen] = useState(false);
@@ -70,7 +73,15 @@ export function SiteCell({
             )}
           </span>
         ) : (
-          <span className="text-[12.5px] text-[var(--color-text-muted)]">—</span>
+          <span className="text-[12.5px] text-[var(--color-text-muted)]">
+            {createMode ? (
+              <>
+                Site <span style={{ color: "var(--destructive)" }}>*</span>
+              </>
+            ) : (
+              "—"
+            )}
+          </span>
         )}
         <HoverChevron />
       </button>
@@ -83,6 +94,7 @@ export function SiteCell({
         pocPhone={pocPhone}
         pocNotes={pocNotes}
         sites={sites}
+        createMode={createMode}
         onSave={onSave}
       />
     </>
diff --git a/src/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-fields.tsx b/src/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-fields.tsx
index 145250c2..61ca8f78 100644
--- a/src/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-fields.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-fields.tsx
@@ -9,37 +9,77 @@ type SiteDialogPocFieldsProps = {
   pocName: string;
   pocPhone: string;
   pocNotes: string;
+  editable?: boolean;
+  showErrors?: boolean;
+  onPocNameChange?: (value: string) => void;
+  onPocPhoneChange?: (value: string) => void;
+  onPocNotesChange?: (value: string) => void;
 };
 
-export function SiteDialogPocFields({ pocName, pocPhone, pocNotes }: SiteDialogPocFieldsProps) {
+export function SiteDialogPocFields({
+  pocName,
+  pocPhone,
+  pocNotes,
+  editable = false,
+  showErrors = false,
+  onPocNameChange,
+  onPocPhoneChange,
+  onPocNotesChange,
+}: SiteDialogPocFieldsProps) {
+  const nameMissing = showErrors && !pocName.trim();
+  const phoneMissing = showErrors && !pocPhone.trim();
+
   return (
     <div className="pt-1">
       <FieldLabel>Point of Contact</FieldLabel>
       <Text as="p" className="mb-2 text-[11px]" style={{ color: "var(--color-text-muted)" }}>
-        Shown from site/work order records. Board edit saves site code only.
+        {editable
+          ? "Auto-filled from records — edit if outdated"
+          : "Shown from site/work order records. Board edit saves site code only."}
       </Text>
       <div className="space-y-2">
-        <input
-          value={pocName}
-          readOnly
-          placeholder="POC name"
-          className={DLG_INPUT_CLS}
-          style={{ ...DLG_INPUT_STYLE, opacity: 0.85 }}
-        />
-        <input
-          value={pocPhone}
-          readOnly
-          placeholder="POC phone"
-          className={DLG_INPUT_CLS}
-          style={{ ...DLG_INPUT_STYLE, opacity: 0.85 }}
-        />
+        <div>
+          <input
+            value={pocName}
+            readOnly={!editable}
+            placeholder="POC name"
+            className={DLG_INPUT_CLS}
+            style={{
+              ...DLG_INPUT_STYLE,
+              opacity: editable ? 1 : 0.85,
+              borderColor: nameMissing ? "var(--destructive)" : undefined,
+            }}
+            onChange={(e) => onPocNameChange?.(e.target.value)}
+          />
+          <Text as="p" variant="error" when={nameMissing} className="mt-1 text-[11px]">
+            Contact name is required
+          </Text>
+        </div>
+        <div>
+          <input
+            value={pocPhone}
+            readOnly={!editable}
+            placeholder="POC phone"
+            className={DLG_INPUT_CLS}
+            style={{
+              ...DLG_INPUT_STYLE,
+              opacity: editable ? 1 : 0.85,
+              borderColor: phoneMissing ? "var(--destructive)" : undefined,
+            }}
+            onChange={(e) => onPocPhoneChange?.(e.target.value)}
+          />
+          <Text as="p" variant="error" when={phoneMissing} className="mt-1 text-[11px]">
+            Contact phone is required
+          </Text>
+        </div>
         <textarea
           value={pocNotes}
-          readOnly
+          readOnly={!editable}
           placeholder="Notes…"
           rows={2}
           className={`${DLG_INPUT_CLS} resize-none`}
-          style={{ ...DLG_INPUT_STYLE, fontFamily: "inherit", opacity: 0.85 }}
+          style={{ ...DLG_INPUT_STYLE, fontFamily: "inherit", opacity: editable ? 1 : 0.85 }}
+          onChange={(e) => onPocNotesChange?.(e.target.value)}
         />
       </div>
     </div>
diff --git a/src/app/(protected)/workorders/_components/list/table/cells/site-dialog.tsx b/src/app/(protected)/workorders/_components/list/table/cells/site-dialog.tsx
index ece94799..12c17523 100644
--- a/src/app/(protected)/workorders/_components/list/table/cells/site-dialog.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/cells/site-dialog.tsx
@@ -1,30 +1,20 @@
-import { useEffect, useState, type MouseEvent } from "react";
+import type { MouseEvent } from "react";
 import { MapPin } from "lucide-react";
 import { Dialog, DialogContent, DialogTitle } from "@mui/material";
 import { WizardFieldSelect } from "@/app/(protected)/workorders/_components/wizard/wizard-field-select";
 import { Button } from "@/components/ui/button";
 import { Text } from "@/components/ui/text";
 import { dialogBlurBackdropSlotProps } from "@/components/ui/dialog-blur-backdrop";
-import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
-import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
-import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
 import type { LocationOption } from "@/domain/work-orders/types/work-order";
 import { FieldLabel } from "@/app/(protected)/workorders/_components/list/table/cells/dialog-field-label";
-import {
-  extractLocationLabel,
-  resolveLocationId,
-} from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
 import { SiteDialogDetailPanel } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-detail-panel";
 import { SiteDialogPocFields } from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-poc-fields";
+import {
+  useSiteDialogState,
+  type SitePatch,
+} from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state";
 
-export type SitePatch = {
-  site: string;
-  location: string;
-  locationId: string | number;
-  pocName: string;
-  pocPhone: string;
-  pocNotes: string;
-};
+export type { SitePatch };
 
 type SiteDialogProps = {
   open: boolean;
@@ -35,6 +25,7 @@ type SiteDialogProps = {
   pocPhone?: string;
   pocNotes?: string;
   sites: LocationOption[];
+  createMode?: boolean;
   onSave: (patch: SitePatch) => void;
 };
 
@@ -47,62 +38,26 @@ export function SiteDialog({
   pocPhone = "",
   pocNotes = "",
   sites,
+  createMode = false,
   onSave,
 }: SiteDialogProps) {
-  const [code, setCode] = useState(value);
-  const [locId, setLocId] = useState(() => resolveLocationId(locationId, value, sites));
-  const [pn, setPn] = useState(pocName);
-  const [pp, setPp] = useState(pocPhone);
-  const [notes, setNotes] = useState(pocNotes);
-  const [pocFilledFor, setPocFilledFor] = useState("");
-
-  const {
-    data: locationDetail,
-    isLoading: locationDetailLoading,
-    isError: locationDetailError,
-  } = useLocationDetail(open && locId ? locId : undefined);
-
-  const selected = sites.find((s) => String(s.id) === locId);
-  const addressPreview = locationDetail ? formatLocationAddressPreview(locationDetail) : "";
-
-  useEffect(() => {
-    if (!open) {
-      return;
-    }
-    const resolved = resolveLocationId(locationId, value, sites);
-    setCode(value);
-    setLocId(resolved);
-    setPn(pocName);
-    setPp(pocPhone);
-    setNotes(pocNotes);
-    // Preserve existing WO POC; allow one auto-fill from site detail when POC is empty.
-    setPocFilledFor(pocName.trim() || pocPhone.trim() ? resolved : "");
-  }, [open, value, locationId, pocName, pocPhone, pocNotes, sites]);
-
-  useEffect(() => {
-    if (!open || !locId || !locationDetail || pocFilledFor === locId) {
-      return;
-    }
-    setPn(locationDetail.contact ?? "");
-    setPp(locationDetail.phone ?? "");
-    setPocFilledFor(locId);
-  }, [open, locId, locationDetail, pocFilledFor]);
-
-  const handlePick = (id: string) => {
-    const next = sites.find((s) => String(s.id) === id);
-    setLocId(id);
-    if (next) {
-      setCode(resolveSiteCode(next));
-    }
-    if (id !== pocFilledFor) {
-      setPocFilledFor("");
-    }
-  };
+  const s = useSiteDialogState({
+    open,
+    onOpenChange,
+    value,
+    locationId,
+    pocName,
+    pocPhone,
+    pocNotes,
+    sites,
+    createMode,
+    onSave,
+  });
 
   return (
     <Dialog
       open={open}
-      onClose={() => onOpenChange(false)}
+      onClose={s.close}
       maxWidth={false}
       slotProps={{
         ...dialogBlurBackdropSlotProps,
@@ -125,7 +80,7 @@ export function SiteDialog({
           <div>
             <FieldLabel>Site</FieldLabel>
             <WizardFieldSelect
-              value={locId}
+              value={s.locId}
               placeholder="Select site …"
               icon={
                 <MapPin
@@ -139,45 +94,45 @@ export function SiteDialog({
                 key: String(site.id),
                 label: site.name,
               }))}
-              onPick={handlePick}
+              onPick={s.handlePick}
             />
+            <Text
+              as="p"
+              variant="error"
+              when={Boolean(createMode && s.showErrors && s.siteMissing)}
+              className="mt-1 text-[11px]"
+            >
+              Site is required
+            </Text>
           </div>
 
-          {Boolean(locId) && (
+          {Boolean(s.locId) && (
             <SiteDialogDetailPanel
-              locationDetail={locationDetail}
-              locationDetailLoading={locationDetailLoading}
-              locationDetailError={locationDetailError}
-              addressPreview={addressPreview}
-              fallbackLabel={selected?.name || code || "—"}
+              locationDetail={s.locationDetail}
+              locationDetailLoading={s.locationDetailLoading}
+              locationDetailError={s.locationDetailError}
+              addressPreview={s.addressPreview}
+              fallbackLabel={s.selected?.name || s.code || "—"}
             />
           )}
 
-          <SiteDialogPocFields pocName={pn} pocPhone={pp} pocNotes={notes} />
+          <SiteDialogPocFields
+            pocName={s.pn}
+            pocPhone={s.pp}
+            pocNotes={s.notes}
+            editable={createMode}
+            showErrors={createMode && s.showErrors}
+            onPocNameChange={s.setPn}
+            onPocPhoneChange={s.setPp}
+            onPocNotesChange={s.setNotes}
+          />
         </div>
 
         <div className="mt-4 flex items-center justify-end gap-2">
-          <Button
-            variant="ghost"
-            className="min-h-0 px-2 py-1 text-[12px]"
-            onClick={() => onOpenChange(false)}
-          >
+          <Button variant="ghost" className="min-h-0 px-2 py-1 text-[12px]" onClick={s.close}>
             Cancel
           </Button>
-          <Button
-            className="min-h-0 px-3 py-1 text-[12px]"
-            onClick={() => {
-              onSave({
-                site: code || (selected ? resolveSiteCode(selected) : ""),
-                location: selected ? extractLocationLabel(selected) : "",
-                locationId: locId,
-                pocName: pn,
-                pocPhone: pp,
-                pocNotes: notes,
-              });
-              onOpenChange(false);
-            }}
-          >
+          <Button className="min-h-0 px-3 py-1 text-[12px]" onClick={s.attemptSave}>
             Save
           </Button>
         </div>
diff --git a/src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state.ts b/src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state.ts
new file mode 100644
index 00000000..17d44464
--- /dev/null
+++ b/src/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state.ts
@@ -0,0 +1,142 @@
+import { useEffect, useState } from "react";
+import { formatLocationAddressPreview } from "@/domain/locations/mappers/location-mapper";
+import { useLocationDetail } from "@/domain/locations/use-cases/use-location-detail";
+import { resolveSiteCode } from "@/domain/work-orders/mappers/work-order-board-mapper";
+import type { LocationOption } from "@/domain/work-orders/types/work-order";
+import {
+  extractLocationLabel,
+  resolveLocationId,
+} from "@/app/(protected)/workorders/_components/list/table/cells/site-dialog-helpers";
+
+export type SitePatch = {
+  site: string;
+  location: string;
+  locationId: string | number;
+  pocName: string;
+  pocPhone: string;
+  pocNotes: string;
+};
+
+type UseSiteDialogStateArgs = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  value: string;
+  locationId: string | number;
+  pocName: string;
+  pocPhone: string;
+  pocNotes: string;
+  sites: LocationOption[];
+  createMode: boolean;
+  onSave: (patch: SitePatch) => void;
+};
+
+export function useSiteDialogState({
+  open,
+  onOpenChange,
+  value,
+  locationId,
+  pocName,
+  pocPhone,
+  pocNotes,
+  sites,
+  createMode,
+  onSave,
+}: UseSiteDialogStateArgs) {
+  const [code, setCode] = useState(value);
+  const [locId, setLocId] = useState(() => resolveLocationId(locationId, value, sites));
+  const [pn, setPn] = useState(pocName);
+  const [pp, setPp] = useState(pocPhone);
+  const [notes, setNotes] = useState(pocNotes);
+  const [pocFilledFor, setPocFilledFor] = useState("");
+  const [showErrors, setShowErrors] = useState(false);
+
+  const {
+    data: locationDetail,
+    isLoading: locationDetailLoading,
+    isError: locationDetailError,
+  } = useLocationDetail(open && locId ? locId : undefined);
+
+  const selected = sites.find((s) => String(s.id) === locId);
+  const addressPreview = locationDetail ? formatLocationAddressPreview(locationDetail) : "";
+  const siteMissing = !locId;
+  const pocMissing = !pn.trim() || !pp.trim();
+  const canConfirm = !siteMissing && (!createMode || !pocMissing);
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+    const resolved = resolveLocationId(locationId, value, sites);
+    setCode(value);
+    setLocId(resolved);
+    setPn(pocName);
+    setPp(pocPhone);
+    setNotes(pocNotes);
+    setShowErrors(false);
+    setPocFilledFor(pocName.trim() || pocPhone.trim() ? resolved : "");
+  }, [open, value, locationId, pocName, pocPhone, pocNotes, sites]);
+
+  useEffect(() => {
+    if (!open || !locId || !locationDetail || pocFilledFor === locId) {
+      return;
+    }
+    // Only autofill empty fields so typed createMode POC edits are not overwritten.
+    setPn((prev) => (prev.trim() ? prev : (locationDetail.contact ?? "")));
+    setPp((prev) => (prev.trim() ? prev : (locationDetail.phone ?? "")));
+    setPocFilledFor(locId);
+  }, [open, locId, locationDetail, pocFilledFor]);
+
+  const handlePick = (id: string) => {
+    const next = sites.find((s) => String(s.id) === id);
+    const siteChanged = id !== locId;
+    setLocId(id);
+    if (next) {
+      setCode(resolveSiteCode(next));
+    }
+    if (siteChanged) {
+      setPn("");
+      setPp("");
+      setPocFilledFor("");
+    } else if (id !== pocFilledFor) {
+      setPocFilledFor("");
+    }
+  };
+
+  const attemptSave = () => {
+    if (createMode && !canConfirm) {
+      setShowErrors(true);
+      return;
+    }
+    onSave({
+      site: code || (selected ? resolveSiteCode(selected) : ""),
+      location: selected ? extractLocationLabel(selected) : "",
+      locationId: locId,
+      pocName: pn,
+      pocPhone: pp,
+      pocNotes: notes,
+    });
+    onOpenChange(false);
+  };
+
+  return {
+    locId,
+    pn,
+    pp,
+    notes,
+    showErrors,
+    locationDetail,
+    locationDetailLoading,
+    locationDetailError,
+    selected,
+    addressPreview,
+    siteMissing,
+    canConfirm,
+    code,
+    handlePick,
+    attemptSave,
+    setPn,
+    setPp,
+    setNotes,
+    close: () => onOpenChange(false),
+  };
+}
diff --git a/src/app/(protected)/workorders/_components/list/table/inline-create-field.tsx b/src/app/(protected)/workorders/_components/list/table/inline-create-field.tsx
new file mode 100644
index 00000000..f7f8ce8a
--- /dev/null
+++ b/src/app/(protected)/workorders/_components/list/table/inline-create-field.tsx
@@ -0,0 +1,32 @@
+import type { ReactNode } from "react";
+import { Text } from "@/components/ui/text";
+
+type InlineCreateFieldProps = {
+  showError?: boolean;
+  error?: string;
+  children: ReactNode;
+};
+
+/** Bordered create-cell wrapper; error ring + helper reveal after a failed Save attempt. */
+export function InlineCreateField({ showError = false, error, children }: InlineCreateFieldProps) {
+  return (
+    <div className="flex w-full min-w-0 flex-col gap-1">
+      <div
+        className="flex w-full min-w-0 items-center"
+        style={{
+          minHeight: 34,
+          borderRadius: 6,
+          padding: "0 8px",
+          background: "var(--color-bg-surface)",
+          border: `1px solid ${showError ? "var(--destructive)" : "var(--color-border)"}`,
+          boxShadow: showError ? "0 0 0 1px var(--destructive)" : "none",
+        }}
+      >
+        {children}
+      </div>
+      <Text as="p" variant="error" when={Boolean(showError && error)} className="m-0 text-[11px]">
+        {error}
+      </Text>
+    </div>
+  );
+}
diff --git a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-identity-cells.tsx b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-identity-cells.tsx
new file mode 100644
index 00000000..f518a69d
--- /dev/null
+++ b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-identity-cells.tsx
@@ -0,0 +1,82 @@
+import type { RefObject } from "react";
+import type { LocationOption } from "@/domain/work-orders/types/work-order";
+import type { WorkOrderTableDraft } from "@/domain/work-orders/types/work-order-table-row";
+import { EditableWONumberCell } from "./cells/editable-wo-number-cell";
+import { SiteCell } from "./cells/site-cell";
+import { InlineCreateField } from "./inline-create-field";
+
+type WoTableInlineIdentityCellsProps = {
+  draft: WorkOrderTableDraft;
+  sites: LocationOption[];
+  sitePlace?: { city: string; state: string };
+  allRows: { id: string | number; woNumber: string }[];
+  siteCellRef: RefObject<HTMLTableCellElement | null>;
+  woCellRef: RefObject<HTMLTableCellElement | null>;
+  siteShowError: boolean;
+  siteError: string;
+  woShowError: boolean;
+  onPatch: (patch: Partial<WorkOrderTableDraft>) => void;
+};
+
+export function WoTableInlineIdentityCells({
+  draft,
+  sites,
+  sitePlace,
+  allRows,
+  siteCellRef,
+  woCellRef,
+  siteShowError,
+  siteError,
+  woShowError,
+  onPatch,
+}: WoTableInlineIdentityCellsProps) {
+  return (
+    <>
+      <td
+        ref={siteCellRef}
+        className="group/cell"
+        style={{ padding: "8px 6px 0", verticalAlign: "top" }}
+      >
+        <InlineCreateField showError={siteShowError} error={siteError}>
+          <SiteCell
+            value={draft.site}
+            location={draft.location}
+            locationId={draft.locationId}
+            city={sitePlace?.city}
+            state={sitePlace?.state}
+            pocName={draft.pocName}
+            pocPhone={draft.pocPhone}
+            pocNotes={draft.pocNotes}
+            sites={sites}
+            createMode
+            onSave={(p) =>
+              onPatch({
+                site: p.site,
+                location: p.location,
+                locationId: p.locationId,
+                pocName: p.pocName,
+                pocPhone: p.pocPhone,
+                pocNotes: p.pocNotes,
+              })
+            }
+          />
+        </InlineCreateField>
+      </td>
+
+      <td
+        ref={woCellRef}
+        style={{ padding: "8px 6px 0", verticalAlign: "top", whiteSpace: "nowrap" }}
+      >
+        <InlineCreateField showError={woShowError} error="Work order number is required">
+          <EditableWONumberCell
+            value={draft.woNumber}
+            rescheduleCount={0}
+            currentId="draft"
+            allOrders={allRows as never[]}
+            onSave={(v) => onPatch({ woNumber: v })}
+          />
+        </InlineCreateField>
+      </td>
+    </>
+  );
+}
diff --git a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-actions.tsx b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-actions.tsx
index 13b22c4c..cd09fd77 100644
--- a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-actions.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-actions.tsx
@@ -4,6 +4,7 @@ import { Check, X } from "lucide-react";
 type WoTableInlineRowActionsProps = {
   canSave: boolean;
   saving: boolean;
+  saveHint: string;
   onSave: () => void;
   onCancel: () => void;
 };
@@ -11,6 +12,7 @@ type WoTableInlineRowActionsProps = {
 export function WoTableInlineRowActions({
   canSave,
   saving,
+  saveHint,
   onSave,
   onCancel,
 }: WoTableInlineRowActionsProps) {
@@ -19,11 +21,14 @@ export function WoTableInlineRowActions({
       <button
         type="button"
         onClick={onSave}
-        disabled={!canSave}
-        title={saving ? "Saving…" : canSave ? "Save" : "Schedule On is required"}
+        disabled={saving}
+        title={saveHint}
         aria-label={saving ? "Saving work order" : "Save work order"}
         className="rounded p-1 transition-colors disabled:opacity-30"
-        style={{ color: "var(--color-primary)" }}
+        style={{
+          color: "var(--color-primary)",
+          ...(canSave || saving ? {} : { opacity: 0.5, cursor: "not-allowed" }),
+        }}
         onMouseEnter={(e) => {
           if (canSave) {
             (e.currentTarget as HTMLButtonElement).style.background = "var(--color-primary-tint)";
diff --git a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-cells.tsx b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-cells.tsx
index 2357be2e..19c0ed93 100644
--- a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-cells.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row-cells.tsx
@@ -1,3 +1,4 @@
+import type { RefObject } from "react";
 import type {
   LocationOption,
   VendorDropdownItem,
@@ -8,13 +9,12 @@ import { AssignedToCell } from "./cells/assigned-to-cell";
 import { ApptTimeCell } from "./cells/appt-time-cell";
 import { DateCell } from "./cells/date-cell";
 import { DueDateCell } from "./cells/due-date-cell";
-import { EditableWONumberCell } from "./cells/editable-wo-number-cell";
 import { PMTypeCell } from "./cells/pm-type-cell";
-import { SiteCell } from "./cells/site-cell";
 import { StatusCell } from "./cells/status-cell";
 import { TypeCell } from "./cells/type-cell";
 import { VendorCell } from "./cells/vendor-cell";
 import { toInlineDraftRow } from "./to-inline-draft-row";
+import { WoTableInlineIdentityCells } from "./wo-table-inline-identity-cells";
 
 type WoTableInlineRowCellsProps = {
   draft: WorkOrderTableDraft;
@@ -25,6 +25,11 @@ type WoTableInlineRowCellsProps = {
   vendors: VendorDropdownItem[];
   pmTypes: string[];
   allRows: { id: string | number; woNumber: string }[];
+  siteCellRef: RefObject<HTMLTableCellElement | null>;
+  woCellRef: RefObject<HTMLTableCellElement | null>;
+  siteShowError: boolean;
+  siteError: string;
+  woShowError: boolean;
   onPatch: (patch: Partial<WorkOrderTableDraft>) => void;
 };
 
@@ -37,45 +42,30 @@ export function WoTableInlineRowCells({
   vendors,
   pmTypes,
   allRows,
+  siteCellRef,
+  woCellRef,
+  siteShowError,
+  siteError,
+  woShowError,
   onPatch,
 }: WoTableInlineRowCellsProps) {
   const draftRow = toInlineDraftRow(draft);
+  const hasSchedule = Boolean(draft.scheduledOn) || Boolean(draft.targetWeek);
 
   return (
     <>
-      <td className="group/cell" style={{ padding: "0 14px" }}>
-        <SiteCell
-          value={draft.site}
-          location={draft.location}
-          locationId={draft.locationId}
-          city={sitePlace?.city}
-          state={sitePlace?.state}
-          pocName={draft.pocName}
-          pocPhone={draft.pocPhone}
-          pocNotes={draft.pocNotes}
-          sites={sites}
-          onSave={(p) =>
-            onPatch({
-              site: p.site,
-              location: p.location,
-              locationId: p.locationId,
-              pocName: p.pocName,
-              pocPhone: p.pocPhone,
-              pocNotes: p.pocNotes,
-            })
-          }
-        />
-      </td>
-
-      <td style={{ padding: "0 14px" }}>
-        <EditableWONumberCell
-          value={draft.woNumber}
-          rescheduleCount={0}
-          currentId="draft"
-          allOrders={allRows as never[]}
-          onSave={(v) => onPatch({ woNumber: v })}
-        />
-      </td>
+      <WoTableInlineIdentityCells
+        draft={draft}
+        sites={sites}
+        sitePlace={sitePlace}
+        allRows={allRows}
+        siteCellRef={siteCellRef}
+        woCellRef={woCellRef}
+        siteShowError={siteShowError}
+        siteError={siteError}
+        woShowError={woShowError}
+        onPatch={onPatch}
+      />
 
       <td className="group/cell" style={{ padding: "0 14px" }}>
         <TypeCell value={draft.type} onSave={(t) => onPatch({ type: t })} />
@@ -98,11 +88,15 @@ export function WoTableInlineRowCells({
           allowWeekMode
           targetWeek={draft.targetWeek}
           defaultMode={weekDefault ? "week" : "date"}
-          highlight={!draft.scheduledOn && !draft.targetWeek}
           onSave={(date) => onPatch({ scheduledOn: date, scheduleWeekOnly: false, targetWeek: "" })}
           onSaveWeek={(week) =>
             onPatch({ scheduledOn: "", targetWeek: week, scheduleWeekOnly: true })
           }
+          onClear={
+            hasSchedule
+              ? () => onPatch({ scheduledOn: "", targetWeek: "", scheduleWeekOnly: false })
+              : undefined
+          }
         />
       </td>
 
diff --git a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row.tsx b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row.tsx
index 60bc03f4..816ed9e3 100644
--- a/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row.tsx
+++ b/src/app/(protected)/workorders/_components/list/table/wo-table-inline-row.tsx
@@ -1,3 +1,4 @@
+import { useRef, useState, type RefObject } from "react";
 import { Flag } from "lucide-react";
 
 import type {
@@ -5,10 +6,14 @@ import type {
   VendorDropdownItem,
   WorkOrderUser,
 } from "@/domain/work-orders/types/work-order";
-
 import type { WorkOrderTableDraft } from "@/domain/work-orders/types/work-order-table-row";
-
 import { UNSCHEDULED_DAY_KEY } from "@/domain/work-orders/types/work-order-table-row";
+import {
+  draftHasScheduleDate,
+  getInlineCreateMissing,
+  inlineCreateSaveHint,
+  inlineCreateSiteError,
+} from "@/domain/work-orders/utils/get-inline-create-missing";
 
 import { WO_TABLE_ROW_HEIGHT } from "./wo-table-cols";
 import { WoTableInlineRowCells } from "./wo-table-inline-row-cells";
@@ -16,72 +21,86 @@ import { WoTableInlineRowActions } from "./wo-table-inline-row-actions";
 
 type WoTableInlineRowProps = {
   draft: WorkOrderTableDraft;
-
   draftDayKey: string;
-
   users: WorkOrderUser[];
-
   sites: LocationOption[];
-
   sitePlace?: { city: string; state: string };
-
   vendors: VendorDropdownItem[];
-
   pmTypes: string[];
-
   allRows: { id: string | number; woNumber: string }[];
-
   saving?: boolean;
-
   onChange: (draft: WorkOrderTableDraft) => void;
-
   onSave: () => void;
-
   onCancel: () => void;
 };
 
+const PRE_SCHEDULE = new Set(["Incomplete", "Pending", ""]);
+
+function withScheduleStatusSync(next: WorkOrderTableDraft): WorkOrderTableDraft {
+  const dated = draftHasScheduleDate(next);
+  if (dated && PRE_SCHEDULE.has(next.status)) {
+    return { ...next, status: "Scheduled" };
+  }
+  if (!dated && next.status === "Scheduled") {
+    return { ...next, status: "Pending" };
+  }
+  return next;
+}
+
 export function WoTableInlineRow({
   draft,
-
   draftDayKey,
-
   users,
-
   sites,
-
   sitePlace,
-
   vendors,
-
   pmTypes,
-
   allRows,
-
   saving = false,
-
   onChange,
-
   onSave,
-
   onCancel,
 }: WoTableInlineRowProps) {
   const weekDefault = draftDayKey === UNSCHEDULED_DAY_KEY;
+  const missing = getInlineCreateMissing(draft);
+  const canSave = !saving && missing.length === 0;
+  const [showErrors, setShowErrors] = useState(false);
+  const siteCellRef = useRef<HTMLTableCellElement>(null);
+  const woCellRef = useRef<HTMLTableCellElement>(null);
 
-  const canSave =
-    !saving && (weekDefault ? !!draft.targetWeek || !!draft.scheduledOn : !!draft.scheduledOn);
+  const siteCellMissing = missing.some((f) => f === "site" || f === "pocName" || f === "pocPhone");
+  const siteShowError = showErrors && siteCellMissing;
+  const woShowError = showErrors && missing.includes("woNumber");
 
-  const patch = (p: Partial<WorkOrderTableDraft>) => onChange({ ...draft, ...p });
+  const patch = (p: Partial<WorkOrderTableDraft>) =>
+    onChange(withScheduleStatusSync({ ...draft, ...p }));
+
+  const focusCell = (r: RefObject<HTMLTableCellElement | null>) =>
+    r.current?.querySelector<HTMLElement>("input, button, [tabindex]")?.focus();
+
+  const attemptSave = () => {
+    if (saving) {
+      return;
+    }
+    if (canSave) {
+      onSave();
+      return;
+    }
+    setShowErrors(true);
+    if (siteCellMissing) {
+      focusCell(siteCellRef);
+    } else if (missing.includes("woNumber")) {
+      focusCell(woCellRef);
+    }
+  };
 
   return (
     <tr
       aria-busy={saving || undefined}
       style={{
         height: WO_TABLE_ROW_HEIGHT,
-
         borderBottom: "1px solid var(--color-border)",
-
         borderLeft: "2px solid var(--color-primary)",
-
         background: "var(--color-primary-tint)",
         opacity: saving ? 0.7 : 1,
         pointerEvents: saving ? "none" : undefined,
@@ -102,6 +121,11 @@ export function WoTableInlineRow({
         vendors={vendors}
         pmTypes={pmTypes}
         allRows={allRows}
+        siteCellRef={siteCellRef}
+        woCellRef={woCellRef}
+        siteShowError={siteShowError}
+        siteError={inlineCreateSiteError(missing)}
+        woShowError={woShowError}
         onPatch={patch}
       />
 
@@ -109,7 +133,8 @@ export function WoTableInlineRow({
         <WoTableInlineRowActions
           canSave={canSave}
           saving={saving}
-          onSave={onSave}
+          saveHint={saving ? "Saving…" : inlineCreateSaveHint(missing)}
+          onSave={attemptSave}
           onCancel={onCancel}
         />
       </td>
diff --git a/src/app/(protected)/workorders/_hooks/use-work-orders-table-ui-state.ts b/src/app/(protected)/workorders/_hooks/use-work-orders-table-ui-state.ts
index ad0797e9..82cd07c6 100644
--- a/src/app/(protected)/workorders/_hooks/use-work-orders-table-ui-state.ts
+++ b/src/app/(protected)/workorders/_hooks/use-work-orders-table-ui-state.ts
@@ -49,12 +49,16 @@ export function useWorkOrdersTableUiState(weekMonday: string) {
   const startDayDraft = useCallback(
     (key: string, scheduledIso?: string) => {
       setDraftDayKey(key);
+      // Unscheduled "+ Add WO" starts with no schedule (SH-109); day groups prefill the day.
+      if (key === UNSCHEDULED_DAY_KEY) {
+        setDraft({ ...EMPTY_TABLE_DRAFT });
+        return;
+      }
       const scheduledOn = resolveDraftScheduledOn(key, weekMonday, scheduledIso);
       setDraft({
         ...EMPTY_TABLE_DRAFT,
         scheduledOn,
-        scheduleWeekOnly: key === UNSCHEDULED_DAY_KEY,
-        targetWeek: key === UNSCHEDULED_DAY_KEY ? weekMonday : "",
+        status: scheduledOn ? "Scheduled" : "Incomplete",
       });
     },
     [weekMonday],
diff --git a/src/domain/work-orders/mappers/assign-wizard-schedule-fields.ts b/src/domain/work-orders/mappers/assign-wizard-schedule-fields.ts
index 3a6c656d..c47021a3 100644
--- a/src/domain/work-orders/mappers/assign-wizard-schedule-fields.ts
+++ b/src/domain/work-orders/mappers/assign-wizard-schedule-fields.ts
@@ -14,11 +14,11 @@ export function assignWizardScheduleFields(
   const isRange = draft.schedMode === "range";
 
   if (!isRange && draft.scheduleWeekOnly) {
-    payload.scheduleWeekOnly = true;
-
     const week = draft.targetWeek?.trim() || (draft.scheduledOn ? mondayOf(draft.scheduledOn) : "");
 
+    // Only emit week-mode flags when a concrete week exists (SH-109: undated create).
     if (week) {
+      payload.scheduleWeekOnly = true;
       payload.targetWeek = week;
     }
   } else if (!isRange && draft.scheduledOn) {
diff --git a/src/domain/work-orders/utils/get-inline-create-missing.ts b/src/domain/work-orders/utils/get-inline-create-missing.ts
new file mode 100644
index 00000000..a732e656
--- /dev/null
+++ b/src/domain/work-orders/utils/get-inline-create-missing.ts
@@ -0,0 +1,62 @@
+/** Required fields for board inline create (Schedule On is optional — SH-109). */
+export type InlineCreateReqField = "site" | "woNumber" | "pocName" | "pocPhone";
+
+export const INLINE_CREATE_REQ_LABELS: Record<InlineCreateReqField, string> = {
+  site: "Site",
+  woNumber: "WO #",
+  pocName: "POC name",
+  pocPhone: "POC phone",
+};
+
+export type InlineCreateDraftFields = {
+  site?: string;
+  locationId?: string | number;
+  woNumber?: string;
+  pocName?: string;
+  pocPhone?: string;
+};
+
+export function getInlineCreateMissing(d: InlineCreateDraftFields): InlineCreateReqField[] {
+  const miss: InlineCreateReqField[] = [];
+  const hasSite = Boolean(d.site?.trim()) || Boolean(String(d.locationId ?? "").trim());
+  if (!hasSite) {
+    miss.push("site");
+  }
+  if (!d.woNumber?.trim()) {
+    miss.push("woNumber");
+  }
+  if (!d.pocName?.trim()) {
+    miss.push("pocName");
+  }
+  if (!d.pocPhone?.trim()) {
+    miss.push("pocPhone");
+  }
+  return miss;
+}
+
+/** Tooltip for Save: "Missing: Site, WO #" or "Save" when ready. */
+export function inlineCreateSaveHint(miss: InlineCreateReqField[]): string {
+  if (miss.length === 0) {
+    return "Save";
+  }
+  return `Missing: ${miss.map((m) => INLINE_CREATE_REQ_LABELS[m]).join(", ")}`;
+}
+
+export function inlineCreateSiteError(miss: InlineCreateReqField[]): string {
+  if (miss.includes("site")) {
+    return "Site is required";
+  }
+  return "Contact name and phone are required";
+}
+
+/** Concrete calendar day/range — week-only does not count (design hasScheduleDate). */
+export function draftHasScheduleDate(d: {
+  scheduledOn?: string;
+  scheduleWeekOnly?: boolean;
+  schedMode?: string;
+}): boolean {
+  if (d.scheduleWeekOnly || d.schedMode === "week") {
+    return false;
+  }
+  return Boolean(d.scheduledOn?.trim());
+}
diff --git a/src/test/app/(protected)/workorders/build-inline-draft-create-input.test.ts b/src/test/app/(protected)/workorders/build-inline-draft-create-input.test.ts
new file mode 100644
index 00000000..ccccd7d3
--- /dev/null
+++ b/src/test/app/(protected)/workorders/build-inline-draft-create-input.test.ts
@@ -0,0 +1,55 @@
+import { describe, expect, it } from "vitest";
+import { buildInlineDraftCreateInput } from "@/app/(protected)/workorders/_components/list/table/build-inline-draft-create-input";
+import { mapWizardDraftToBoardCreatePayload } from "@/domain/work-orders/mappers/work-order-board-mapper";
+import { EMPTY_TABLE_DRAFT } from "@/domain/work-orders/types/work-order-table-row";
+
+describe("buildInlineDraftCreateInput", () => {
+  it("defaults type to PM and omits schedule flags when undated", () => {
+    const draft = {
+      ...EMPTY_TABLE_DRAFT,
+      site: "BK5",
+      locationId: "9",
+      woNumber: "25001",
+      pocName: "Jane",
+      pocPhone: "555-0100",
+      scheduleWeekOnly: true,
+      targetWeek: "",
+      scheduledOn: "",
+    };
+
+    const input = buildInlineDraftCreateInput(draft, [], [{ id: 9, name: "BK5 · Dallas, TX" }]);
+
+    expect(input.type).toBe("PM");
+    expect(input.scheduleWeekOnly).toBe(false);
+    expect(input.scheduledOn).toBe("");
+    expect(input.targetWeek).toBe("");
+
+    const payload = mapWizardDraftToBoardCreatePayload(input);
+    expect(payload.scheduledDate).toBeUndefined();
+    expect(payload.targetWeek).toBeUndefined();
+    expect(payload.scheduleWeekOnly).toBeUndefined();
+    expect(payload.woNumber).toBe("25001");
+    expect(payload.pocName).toBe("Jane");
+  });
+
+  it("keeps week-only schedule when targetWeek is set", () => {
+    const draft = {
+      ...EMPTY_TABLE_DRAFT,
+      site: "BK5",
+      locationId: "9",
+      woNumber: "25002",
+      type: "Reactive" as const,
+      pocName: "Jane",
+      pocPhone: "555-0100",
+      scheduleWeekOnly: true,
+      targetWeek: "2026-06-22",
+    };
+
+    const input = buildInlineDraftCreateInput(draft, [], [{ id: 9, name: "BK5 · Dallas, TX" }]);
+    const payload = mapWizardDraftToBoardCreatePayload(input);
+
+    expect(payload.scheduleWeekOnly).toBe(true);
+    expect(payload.targetWeek).toBe("2026-06-22");
+    expect(payload.scheduledDate).toBeUndefined();
+  });
+});
diff --git a/src/test/app/(protected)/workorders/use-site-dialog-state.test.tsx b/src/test/app/(protected)/workorders/use-site-dialog-state.test.tsx
new file mode 100644
index 00000000..dc0adb78
--- /dev/null
+++ b/src/test/app/(protected)/workorders/use-site-dialog-state.test.tsx
@@ -0,0 +1,112 @@
+import { act, renderHook } from "@testing-library/react";
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { useSiteDialogState } from "@/app/(protected)/workorders/_components/list/table/cells/use-site-dialog-state";
+import type { Location } from "@/domain/locations/types/location";
+import type { LocationOption } from "@/domain/work-orders/types/work-order";
+
+const detailById = new Map<string, Location>();
+
+vi.mock("@/domain/locations/use-cases/use-location-detail", () => ({
+  useLocationDetail: (id: string | undefined) => ({
+    data: id && detailById.has(id) ? detailById.get(id) : undefined,
+    isLoading: Boolean(id && !detailById.has(id)),
+    isError: false,
+  }),
+}));
+
+const SITES: LocationOption[] = [
+  { id: "loc-1", name: "BK5 · Dallas", siteCode: "BK5", city: "Dallas", state: "TX" },
+  { id: "loc-2", name: "SEA1 · Seattle", siteCode: "SEA1", city: "Seattle", state: "WA" },
+];
+
+function locationDetail(id: string, contact: string, phone: string): Location {
+  return {
+    id,
+    name: id,
+    contact,
+    phone,
+    address: "100 Main St",
+    city: "Dallas",
+    state: "TX",
+    zipCode: "75001",
+  };
+}
+
+function renderSiteDialogState() {
+  return renderHook(() =>
+    useSiteDialogState({
+      open: true,
+      onOpenChange: vi.fn(),
+      value: "",
+      locationId: "",
+      pocName: "",
+      pocPhone: "",
+      pocNotes: "",
+      sites: SITES,
+      createMode: true,
+      onSave: vi.fn(),
+    }),
+  );
+}
+
+describe("useSiteDialogState POC autofill", () => {
+  beforeEach(() => {
+    detailById.clear();
+  });
+
+  it("preserves POC typed before deferred location detail resolves", () => {
+    const { result, rerender } = renderSiteDialogState();
+
+    act(() => {
+      result.current.handlePick("loc-1");
+    });
+
+    act(() => {
+      result.current.setPn("Dispatcher Typed");
+      result.current.setPp("999-000-1111");
+    });
+
+    expect(result.current.pn).toBe("Dispatcher Typed");
+    expect(result.current.pp).toBe("999-000-1111");
+
+    detailById.set("loc-1", locationDetail("loc-1", "Site Contact", "214-555-0111"));
+    act(() => {
+      rerender();
+    });
+
+    expect(result.current.pn).toBe("Dispatcher Typed");
+    expect(result.current.pp).toBe("999-000-1111");
+  });
+
+  it("clears prior POC on site switch then autofills from the new site detail", () => {
+    const { result, rerender } = renderSiteDialogState();
+
+    act(() => {
+      result.current.handlePick("loc-1");
+    });
+
+    detailById.set("loc-1", locationDetail("loc-1", "Contact A", "111-111-1111"));
+    act(() => {
+      rerender();
+    });
+
+    expect(result.current.pn).toBe("Contact A");
+    expect(result.current.pp).toBe("111-111-1111");
+
+    act(() => {
+      result.current.handlePick("loc-2");
+    });
+
+    expect(result.current.locId).toBe("loc-2");
+    expect(result.current.pn).toBe("");
+    expect(result.current.pp).toBe("");
+
+    detailById.set("loc-2", locationDetail("loc-2", "Contact B", "222-222-2222"));
+    act(() => {
+      rerender();
+    });
+
+    expect(result.current.pn).toBe("Contact B");
+    expect(result.current.pp).toBe("222-222-2222");
+  });
+});
diff --git a/src/test/domain/work-orders/mappers/work-order-board-mapper.test.ts b/src/test/domain/work-orders/mappers/work-order-board-mapper.test.ts
index 3d8034a7..5ecb9568 100644
--- a/src/test/domain/work-orders/mappers/work-order-board-mapper.test.ts
+++ b/src/test/domain/work-orders/mappers/work-order-board-mapper.test.ts
@@ -190,6 +190,21 @@ describe("mapWizardDraftToBoardCreatePayload", () => {
     expect(payload.scheduledDate).toBeUndefined();
   });
 
+  it("omits week-mode flags when scheduleWeekOnly is set without a week", () => {
+    const payload = mapWizardDraftToBoardCreatePayload({
+      ...EMPTY_WIZARD_DRAFT,
+      type: "PM",
+      siteCode: "BK5",
+      scheduleWeekOnly: true,
+      scheduledOn: "",
+      targetWeek: "",
+    });
+
+    expect(payload.scheduleWeekOnly).toBeUndefined();
+    expect(payload.targetWeek).toBeUndefined();
+    expect(payload.scheduledDate).toBeUndefined();
+  });
+
   it("omits appointment fields when vendor is missing but still sends techPhone and vendorNotes", () => {
     const payload = mapWizardDraftToBoardCreatePayload({
       ...EMPTY_WIZARD_DRAFT,
diff --git a/src/test/domain/work-orders/utils/get-inline-create-missing.test.ts b/src/test/domain/work-orders/utils/get-inline-create-missing.test.ts
new file mode 100644
index 00000000..3ddd8dca
--- /dev/null
+++ b/src/test/domain/work-orders/utils/get-inline-create-missing.test.ts
@@ -0,0 +1,82 @@
+import { describe, expect, it } from "vitest";
+import {
+  draftHasScheduleDate,
+  getInlineCreateMissing,
+  inlineCreateSaveHint,
+  inlineCreateSiteError,
+} from "@/domain/work-orders/utils/get-inline-create-missing";
+
+describe("getInlineCreateMissing", () => {
+  it("returns empty when Site, WO#, and POC are filled even without schedule", () => {
+    expect(
+      getInlineCreateMissing({
+        site: "BK5",
+        locationId: "12",
+        woNumber: "25001",
+        pocName: "Jane",
+        pocPhone: "555-0100",
+      }),
+    ).toEqual([]);
+  });
+
+  it("accepts locationId alone as site presence", () => {
+    expect(
+      getInlineCreateMissing({
+        site: "",
+        locationId: 42,
+        woNumber: "25001",
+        pocName: "Jane",
+        pocPhone: "555-0100",
+      }),
+    ).toEqual([]);
+  });
+
+  it("lists missing POC fields without requiring schedule", () => {
+    expect(
+      getInlineCreateMissing({
+        site: "BK5",
+        woNumber: "25001",
+        pocName: "",
+        pocPhone: "",
+      }),
+    ).toEqual(["pocName", "pocPhone"]);
+  });
+
+  it("lists site and woNumber when empty", () => {
+    expect(getInlineCreateMissing({})).toEqual(["site", "woNumber", "pocName", "pocPhone"]);
+  });
+});
+
+describe("inlineCreateSaveHint", () => {
+  it("returns Save when ready", () => {
+    expect(inlineCreateSaveHint([])).toBe("Save");
+  });
+
+  it("lists missing labels", () => {
+    expect(inlineCreateSaveHint(["site", "woNumber"])).toBe("Missing: Site, WO #");
+  });
+});
+
+describe("inlineCreateSiteError", () => {
+  it("prefers site-required message when site is missing", () => {
+    expect(inlineCreateSiteError(["site", "pocName"])).toBe("Site is required");
+  });
+
+  it("surfaces contact message when only POC is missing", () => {
+    expect(inlineCreateSiteError(["pocName", "pocPhone"])).toBe(
+      "Contact name and phone are required",
+    );
+  });
+});
+
+describe("draftHasScheduleDate", () => {
+  it("is true for a concrete day", () => {
+    expect(draftHasScheduleDate({ scheduledOn: "2026-06-25" })).toBe(true);
+  });
+
+  it("is false for week-only", () => {
+    expect(
+      draftHasScheduleDate({ scheduledOn: "", scheduleWeekOnly: true, schedMode: "week" }),
+    ).toBe(false);
+  });
+});