Keep quote and installation records aligned for business owners

Business owners relying on spreadsheets miss status and payment updates, causing scheduling conflicts. Row changes push status to the portal so coordinators and sales act on accurate schedules.

Overview

Spreadsheets left unchecked create scheduling conflicts and payment mismatches that stall installations. This workflow keeps portal records aligned with spreadsheet rows so installation coordinators and sales act on accurate schedules, eliminating manual reconciliation and preventing double-bookings.

Notable Features

Update portal records from spreadsheets
Notify coordinators of status changes
Prevent scheduling and payment conflicts