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Create zero-dollar estimate follow-up task for field techs

Create zero-dollar estimate follow-up task for field techs

Your zero-dollar estimates go untracked, leaving dispatch without clear next steps and delaying customer scheduling. It creates follow-up tasks so crews are assigned and customers contacted same day.

Create zero-dollar estimate follow-up task for field techs

Overview

Zero-dollar or open estimates frequently fall between sales and dispatch and stall scheduling. This workflow converts those estimates into prioritized tasks so dispatchers and crews receive clear assignments and customers are contacted same day.

Create zero-dollar estimate follow-up task for field techs