Business owners convert online quotes into work requests
Business owners convert online quotes into work requests
Business owners miss online quote submissions, causing delayed scheduling and unhappy clients. The flow turns each quote into a work request and alerts schedulers, so ops begin jobs promptly.
Overview
Missed online quotes create scheduling gaps and frustrate customers for small service businesses. This workflow converts every quote into a tracked work request and notifies schedulers, removing manual entry and ensuring ops begin jobs promptly. Operators report fewer missed requests and cleaner handoffs to scheduling.
Notable Features
- Create work requests from quotes
- Search or create client records
- Notify schedulers and ops staff