Engineers keep COC jobs flagged after high-value sales

Engineering teams miss compliance steps when sold estimates over $750 go unflagged, risking failed COC processing. Tagged jobs surface to field coordinators so COC follow-up is prioritized.

Overview

Operations risk compliance gaps and rework when COC steps are missed after a sale. This automation flags sold estimates above $750 and routes them to field coordinators so follow-up is visible and prioritized. The result is a clearer handoff, auditable records for compliance, and fewer missed COC actions.

Notable Features

Flag sold estimates above $750
Notify field coordinators for COC
Add COC pending tag to jobs