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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.

Keep ops coordinators posted on estimate approval status

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

Keep ops coordinators posted on estimate approval status