Create services tracker row and advance case status
Create services tracker row and advance case status
Service cases ready for scheduling often lack a delivery record, which delays bookings and billing. This creates a tracker row and advances the case so coordinators can schedule work same day.
Workflow preview:
Zap details:
Overview
If service-ready CRM cases sit idle, scheduling and billing slip and billable hours get lost. This workflow turns qualifying case updates into delivery tracker rows, computes service hours, advances the case, and informs coordinators so work can be scheduled the same day.