Business owners: keep work orders updated on upsells
Business owners: keep work orders updated on upsells
Business owners lose upsell items when add-on forms don't update work orders, causing procurement delays. It flags the work order so operations can fulfill upsells without manual lookup.
Overview
Missed upsells cause procurement delays and incomplete orders that frustrate customers and strain fulfillment. This workflow links add-on form submissions to the matching work order so operations and procurement act without manual lookup, reducing missed items and smoothing fulfillment.
Notable Features
- Set upsell flag on work orders
- Notify operations and procurement
- Create follow-up task when no matching order