Business owners: prevent missed inspections when leads are booked
Business owners: prevent missed inspections when leads are booked
Business owners miss Booked Inspection stage changes, causing missed appointments and last-minute field crew scramble. Route stage changes to sales and ops so coordinators prepare and inspections get scheduled.
Overview
Missed Booked Inspection alerts lead to missed appointments and scrambling field crews. This workflow sends every 'Booked Inspection' stage change to sales and operations and creates inspection tasks so coordinators prepare resources and schedules. The outcome: faster handoffs, fewer missed appointments, and clear ownership.
Notable Features
- Notify sales and ops instantly
- Create centralized inspection tasks
- Add lead details to calendar