Business owners: ensure inspection scheduling and payment instructions sent
Business owners: ensure inspection scheduling and payment instructions sent
Business owners lose inspection slots and invoices slip when accepted roof/damp quotes sit idle. Email the office coordinator with payment and scheduling steps so inspections get booked.
Overview
Accepted roof or damp quotes can slip through the cracks, costing inspection slots and delaying invoicing. This flow routes payment and scheduling instructions straight to your office coordinator and creates a calendar hold, converting accepted quotes into scheduled inspections without manual chasing. Customers report faster handoffs and zero missed follow-ups.
Notable Features
- Send payment instruction emails automatically
- Include quote and service details
- Create calendar hold for inspections