Add client pool-opening tag from qualifying quote events
Add client pool-opening tag from qualifying quote events
You miss qualifying pool-related quotes in your scheduling system, delaying prep and causing inefficient crew dispatch. Tagged clients are prioritized so crews prepare supplies and route jobs same day.
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Overview
When pool quotes slip through, crews arrive under-prepared and jobs get delayed. This flow tags matching clients automatically so operations can prioritize these jobs and have crews staged and supplied the same day.