Create care follow-up events for sold estimates automatically
Create care follow-up events for sold estimates automatically
When sold estimates lack scheduled follow-ups, your client care slips and crews lose context for seasonal service. The workflow creates calendar care‑call events so coordinators can act on time ahead of scheduled check-ins.
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Overview
When sold estimates don't auto-surface follow-ups, customer care and seasonal handoffs get missed and retention suffers. This flow schedules care‑call events the moment a job is sold, giving coordinators clear next steps and ensuring outreach at three and six months.