Create install workflow and email assigned tech immediately
Create install workflow and email assigned tech immediately
Your sold estimates lack clear next steps for crews, delaying install scheduling and paperwork. Jobs are ready for scheduling same day once the process starts and assigned techs are notified.
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Overview
When sold estimates aren't actioned, installs stall and customers wait. This flow immediately kicks off the install process and emails the assigned technician within minutes so jobs are ready for same-day scheduling.