Keep insulation projects ready for booking after approval

Insulation specialists miss approved assessments in crowded project lists, causing booking delays and unhappy customers. This sets the master project to Approved - Awaiting Booking and notifies schedulers to queue crews.

Overview

Unrecorded approvals create booking chaos and upset customers for small insulation contractors. This workflow flips approvals into booking-ready project statuses and notifies schedulers so crews are queued without manual chasing; businesses report faster handoffs and zero missed follow-ups.

Notable Features

Set status to Approved - Awaiting Booking
Notify schedulers via email or chat
Update only quoted projects