Landscapers: Send scheduling form after irrigation quote approval

Landscapers lose bookings when customers don't receive a scheduling form after approving irrigation quotes. Automated emails deliver the scheduling form so crews book service without follow-up.

Overview

When approvals don't convert into bookings, crews sit idle and customers get frustrated. This workflow sends the scheduling form as soon as irrigation or spring-activation quotes are approved, turning approvals into booked service and eliminating manual follow-up. Expect smoother handoffs and zero missed scheduling opportunities.

Notable Features

Send scheduling form after approval
Route approvals to operations scheduler
Create customer follow-up task automatically