Add site visit checkout to central tracker and notify
Add site visit checkout to central tracker and notify
Your site visit check-outs often arrive unrecorded, causing unclear handoffs and delayed billing and follow-up. It records the checkout and notifies stakeholders so post-visit actions happen same day.
Overview
Unrecorded check-outs break handoffs and slow billing; this flow captures checkout details and updates your central tracker so project managers get a clear, billing-ready record. Stakeholders receive the checkout summary within minutes for same-day follow-up and reduced rework.