Keep project managers on top of new service jobs
Keep project managers on top of new service jobs
Project managers miss quote requests in job intake, causing delayed bids and scheduling gaps. Create and assign a tracked quote task in your PM system so managers get clear handoffs and act quickly.
Overview
Project managers lose bids when quote requests slip through intake. Connecting new service jobs to your project management tool creates a tracked quote-request task for every job, ensuring clear handoffs and faster bid turnaround.
Notable Features
- Create tracked quote tasks
- Assign tasks to project managers
- Notify assignees of new tasks