For business owners: send inspection engagement packets to leads

Business owners lose bookings when inspection form emails don't trigger engagement docs, causing scheduling delays. Create and send engagement documents so staff and clients receive paperwork promptly.

Overview

Missing engagement paperwork stalls scheduling and risks lost bookings for inspection businesses. This workflow generates and delivers the inspection engagement document to clients and operations staff, eliminating manual follow-ups and ensuring paperwork arrives promptly for scheduling and authorization. Teams report faster handoffs and fewer missed signatures.

Notable Features

Create inspection documents from lead data
Send engagement docs to clients
Notify operations staff with details