Keep engineering equipment returns on schedule with timely reminders

Engineering coordinators miss trial equipment returns, causing inventory gaps and recovery delays. Reminders send about four weeks after delivery so warehouse and account teams receive returned units.

Overview

Unreturned trial equipment creates inventory gaps and recovery delays for engineering and warehouse teams. This workflow sends reminders about four weeks after delivery and notifies warehouse and account reps so units return on schedule. Customers report fewer manual follow-ups and clearer handoffs.

Notable Features

Send reminders around four weeks
Notify warehouse and account teams
Flag overdue trials for follow-up