Keep project managers sending warranty certificates when status updates
Keep project managers sending warranty certificates when status updates
Project managers miss warranty certificates when records reach the email stage, causing customer confusion. It emails the attached certificate on status change, ensuring customers get warranty proof.
Overview
Missed warranty emails create avoidable support churn and escalations for project managers. This workflow emails the certificate with its attachment when status changes, eliminating missed deliveries and providing a clear audit trail for support and compliance.
Notable Features
- Send certificate when status changes
- Attach warranty PDF to email
- Log sends in support ticket