Keep business owners' installations ready with pre-install emails
Keep business owners' installations ready with pre-install emails
Business owners accepting quotes often miss pre-install prep messages, leading to wasted site visits and delayed installs. Scheduled pre-install emails give clear prep steps so installers arrive ready.
Overview
Business owners risk wasted site visits and customer frustration when pre-install instructions aren't delivered. This workflow turns accepted quotes into timed pre-install messages so customers get clear prep steps and installers arrive prepared, reducing failed visits and reschedules.
Notable Features
- Send detailed pre-install checklist
- Delay message after quote acceptance
- Log confirmation in your CRM