Keep ops coordinators posted on estimate approval status
Keep ops coordinators posted on estimate approval status
Operations coordinators miss estimate decisions in inbound notifications, causing missed customer follow-ups. It adds a visible note to the dispatch job so field crews see the decision.
Overview
Dispatch workflows stall when estimate decisions don't appear on job records, risking missed customer follow-ups and delayed shipments. This workflow posts every approval or rejection as a clear note on the dispatch job so dispatch and field crews see the decision and next steps, eliminating missed follow-ups and enabling faster handoffs.
Notable Features
- Post decision notes to job records
- Notify dispatch and field crews
- Update parts and follow-up flags