Keep IT support leads alerted to billable tickets

IT support leads miss new-install and out-of-contract tickets, letting billable work slip into the backlog. Automated screening flags and routes them to the support lead so quotes can start quickly.

Overview

Unflagged new-install and out-of-contract requests create revenue leakage and a growing backlog for IT. This workflow screens incoming tickets, flags billable work, notifies the support lead, and seeds draft quotes—so billable tasks are captured and response times drop substantially.

Notable Features

Flag new-install requests automatically
Send priority alerts to support lead
Create draft quote entries for review