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For business operations specialists: notify construction managers on grid operator submissions

For business operations specialists: notify construction managers on grid operator submissions

Business operations specialists miss notifying construction managers when a deal is submitted to the grid operator, leaving crews without enrollment info. It emails construction managers enrollment and metering details for crews.

For business operations specialists: notify construction managers on grid operator submissions

Overview

Construction installs stall when enrollment and metering details never reach field crews. This workflow ensures the construction manager receives a complete enrollment and metering schedule when a deal is marked submitted to the grid operator, preventing missed installs and rework. Operations get faster handoffs and zero missed follow-ups.

Notable Features

  • Email construction manager enrollment details
  • Format metering date and address
  • Branch by perm service request type

For business operations specialists: notify construction managers on grid operator submissions