Keep project managers and customers aligned on pickups

Project managers miss pickup confirmations, causing delays. Notifications send pickup and payment instructions and add a task comment so customers get clear next steps and staff have a record.

Overview

Missed pickup confirmations cause delivery delays and customer confusion. This workflow routes task status changes to customer messages and logs a task comment, ensuring customers receive clear next steps and staff keep a traceable record with zero missed follow-ups.

Notable Features

Send pickup confirmations to customers
Include payment steps based on status
Log sent messages as task comments