Keep building materials display orders flowing to your master sheet

Administrative assistants miss showroom display submissions in busy inboxes, delaying orders and installs. Log submissions to the master orders sheet and alert the assigned rep for faster processing.

Overview

Missed showroom display submissions stall orders and delay installations for building materials projects. This workflow captures every display order, logs it into your master orders sheet and notifies the assigned rep, eliminating missed entries and enabling faster processing. Teams report clearer handoffs and fewer manual entries.

Notable Features

Record submissions to master sheet
Notify assigned rep by email
Create review task in project tool