CEO guide: keep installations on track after permits

Operations coordinators miss assignment details when permits change, causing install delays. This creates tasks and notes for electricians and schedulers, ensuring installations get scheduled promptly.

Overview

Permit-stage deals often become manual handoffs that delay installations and harm customer trust. This workflow turns a permit-approved deal into notes and assigned tasks for electricians and scheduling coordinators, creating clear ownership and visible scheduling. The result is fewer missed handoffs and more reliable installation delivery.

Notable Features

Create permit notes on deals
Assign tasks to electricians and schedulers
Notify scheduling coordinators via email