Mechanical ops: deliver installer handoffs on stage change

Directors of operations lose handoff details when deals become Sent to Installer, causing incomplete job info and missed schedules. This generates a standardized handoff record on stage change so installers receive accurate job and customer info.

Overview

Deals that reach Sent to Installer without a standard handoff create scheduling gaps and frustrated installers. This workflow converts every stage change into a complete, standardized handoff record, removing manual copy-paste and ensuring installers get accurate customer and job details. The result is fewer scheduling gaps and faster field coordination.

Notable Features

Create standardized handoff records
Notify installers and ops via preferred channel
Attach deal details and customer contacts