Help engineers flag sold estimates as work orders
Help engineers flag sold estimates as work orders
Engineers miss sold estimates, so dispatch can overlook newly won jobs. This tags the job as a work order when an estimate is marked sold, so dispatch spots and prioritizes new jobs.
Overview
Untracked sold estimates create operational blind spots that delay fulfillment and frustrate dispatch. This workflow ensures every sold estimate is tagged as a work order and notifies dispatch, eliminating overlooked jobs and enabling faster handoffs.
Notable Features
- Tag related job as work order
- Notify dispatch via Slack or email
- Avoid duplicate tags before adding