Create install schedule tracker entry for residential deals
Create install schedule tracker entry for residential deals
Your Install Scheduled opportunities live only in CRM stages, leaving schedulers without consolidated site details. Add each residential install to a shared tracker so schedulers can prep jobs same day.
Overview
When a residential opportunity moves to the install stage, schedulers often miss crucial site details and crews arrive underprepared. This workflow writes each qualifying install to a shared tracker so schedulers and installers see job details and can prep jobs same day.