Construction owners: confirm bookings and prep details now
Construction owners: confirm bookings and prep details now
Construction owners see field assessments miss required documents, causing rebookings and on-site delays. Confirmations send prep steps and docs to customers and advisors, so visits start prepared.
Overview
Construction owners risk project delays when site visits arrive without required paperwork. This workflow sends booking confirmations with prep steps and documents to customers and their assigned energy advisor, preventing rebookings and keeping visits on schedule. The result is faster handoffs and fewer on-site surprises.
Notable Features
- Send booking confirmations to customers
- Notify assigned energy advisors instantly
- Attach prep checklist and documents