Keep engineering teams notified with latest site photos
Keep engineering teams notified with latest site photos
Engineers logging site updates often leave clients without photos, causing confusion. This workflow emails the latest site photos when an update is created so project managers keep clients informed.
Overview
Missed site photo updates create client confusion and extra status calls on engineering projects. This workflow ensures every site-update record triggers an emailed photo package to the client and CCs the project manager, removing manual email work and keeping progress visible. Teams report zero missed follow-ups and clearer client conversations.
Notable Features
- Attach latest photos to emails
- Find client contact from record
- Send personalized update messages