Add invoice buyers to product service reminder workflows
Add invoice buyers to product service reminder workflows
Your invoices aren't linked to product reminder sequences, leaving maintenance unscheduled. That ensures coordinators confirm service and reach out the same day.
Overview
When invoices don't feed service reminders, appointments slip and coordinators waste time reconciling records. This workflow places each invoiced customer into the correct product reminder sequence automatically, so coordinators can confirm and schedule follow-up the same day.