Create service request email drafts for field agents
Create service request email drafts for field agents
When jobs move to out-for-service, coordinators manually email agents with addresses, documents, and deadlines. The draft email is created and queued so agents get assignment details the same day.
Workflow preview:
Zap details:
Overview
When a job is marked ready for service, your coordinators shouldn't be manually assembling emails and attachments. This flow turns board status changes into polished draft requests addressed to the assigned agent, cutting manual handoffs and getting assignments to field staff the same day.