Keep engineering crews briefed on site-visit details and contacts

Engineers sending pre-visit info manually cause contractors to miss details. It sends visit details and PM emails to assigned contractors and assistants so onsite teams receive accurate instructions.

Overview

Missed pre-visit briefings create onsite confusion and schedule slips for engineering delivery. This workflow converts site-visit events into standardized visit briefs sent to assigned contractors and assistants, so onsite teams receive accurate instructions—operations teams report fewer missed details and smoother handoffs.

Notable Features

Send visit details to contractors
Include project manager contact emails
Notify assigned assistants and contractors