Create SRF tasks for project managers and supervisors
Create SRF tasks for project managers and supervisors
Your completed SRFs lack a clear owner or next action, stalling post‑install follow‑ups and warranty checks for electrical jobs. Assign each SRF as a task so supervisors act the same day.
Workflow preview:
Zap details:
Overview
Completed SRFs often land without an owner, which delays warranty checks and second‑day follow‑ups. This flow turns every qualifying SRF into a prioritized task with job context so project leads and supervisors can act the same day and keep installs on schedule.