Keep customer support ops' quotes moving with assessment triggers

Customer support ops miss assessment updates when quote flags are overlooked, stalling quotes. Routing marked assessments to quoting gives coordinators full details to produce accurate quotes.

Overview

Missed assessment flags cause rework and stalled quotes, slowing operations. This workflow ensures every marked assessment flows into the quoting pipeline with full customer and job details, closing information gaps and enabling coordinators to produce accurate quotes. The result is fewer manual handoffs and reduced missed quote starts.

Notable Features

Route marked assessments to quoting
Attach customer and job details
Alert coordinators on quote requests