Mark stalled board items as still needing contact
Mark stalled board items as still needing contact
Your project board outreach flags can go stale, leaving estimates unaddressed and crews underused. Keep contact statuses current so estimators and coordinators can follow up before field scheduling.
Overview
Stale outreach flags slow estimating and leave bids unattended; this scheduled flow refreshes contact states on your project board so estimators and coordinators always know what to follow up on. Running daily, it surfaces follow-up needs ahead of field scheduling to reduce handoffs and speed decision-making.