Create follow-up task for quotes over configured amount
Create follow-up task for quotes over configured amount
Your sent quotes without tracked follow-up leave crews unprepared and delay scheduling for large jobs. This creates clear tasks so teams begin prep and schedule work same day.
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Overview
When a high-value quote is sent, turn it into a tracked task so crews and ops get the context they need to prepare and schedule work. That reduces last-minute friction and gets teams working on booked jobs the same day.