Business owners: ensure sold jobs get scheduled quickly
Business owners: ensure sold jobs get scheduled quickly
Business owners see sold estimates stall, causing install backlogs and missed client commitments. Tasks are created and assigned so coordinators schedule installs immediately.
Overview
Unscheduled sold estimates create install backlogs and erode customer trust, costing repeat business opportunities. This workflow turns every sold estimate into an assigned install task, eliminating manual handoffs so coordinators start scheduling immediately and scheduling gaps disappear.
Notable Features
- Create installation tasks on sale
- Assign tasks to operations coordinators
- Prevent sold jobs from falling through