Business owner: route site-measure jobs to field crews

Business owners lose momentum when opportunities enter site-measure and manual handoffs leave crews without job details. It creates work requests and client records so crews start scheduling without manual handoff.

Overview

Manual handoffs between sales and operations create incomplete job briefs and scheduling delays. This workflow converts site-measure opportunities into populated work requests and client records so operations and field crews get full job details and can begin scheduling without handoff. That eliminates handoff friction, drives faster response times, and helps prevent missed visits.

Notable Features

Create site-measure work requests
Create client records in CRM
Alert field crews and schedulers