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Create follow-up sales deal from completed service visit

Create follow-up sales deal from completed service visit

Your completed service jobs aren't captured as deals, so post-service upsell chances slip through without buyer context. Create a deal and a 36-hour follow-up so reps can quote homeowners promptly.

Create follow-up sales deal from completed service visit

Overview

When technicians complete service calls, post-service opportunities often vanish without a clear handoff. This flow captures completed jobs as deals and schedules a 36-hour follow-up so reps can prepare and deliver quotes within a business day.

Create follow-up sales deal from completed service visit