Keep cofounders in the loop on site visits
Keep cofounders in the loop on site visits
Cofounders miss site-visit form submissions, causing delayed scheduling and lost appointments. This workflow notifies operations and field schedulers immediately so coordinators assign and confirm visits quickly.
Overview
Missed site-visit requests lead to delayed work and frustrated clients. This workflow delivers every form submission straight to operations and field schedulers, enabling coordinators to assign and confirm visits quickly and avoiding missed appointments.
Notable Features
- Notify operations and field schedulers
- Create assignable visit tasks
- Attach full form details to alerts