Construction owners convert completed jobs into maintenance contracts

Owners miss maintenance revenue when completed jobs go unflagged. Notify maintenance and the sales owner so follow-ups convert one-off work into recurring contracts.

Overview

Small construction owners lose maintenance revenue when completed jobs aren't flagged for follow-up. This workflow delivers job and client details to maintenance and the sales owner so follow-ups happen quickly and one-off jobs become recurring contracts. Customers report faster follow-ups and cleaner handoffs between field crews and sales.

Notable Features

Notify maintenance and sales owner
Include client contact and job details
Create follow-up task in CRM