Add accepted proposal entries to central tracking spreadsheet
Add accepted proposal entries to central tracking spreadsheet
Your accepted proposals aren't recorded centrally, delaying billing and crew scheduling. It logs each acceptance into a central sheet so admin staff can bill and schedule same day.
Overview
Accepted proposals often slip through without a central log, delaying billing and dispatch. This workflow captures each signed acceptance into your tracking sheet and notifies the ops channel, so admin staff can bill and assign crews the same day.