Notify and tag demand jobs with sold estimates for review
Notify and tag demand jobs with sold estimates for review
Demand appointments sometimes have sold estimates attached to the wrong job type, causing dispatch confusion. Get alerted and tag jobs for same-day review.
Overview
When sold estimates are booked onto demand appointments, crews can be sent to the wrong work and jobs get delayed. This flow alerts your operations leadership and tags the job so issues are visible and corrected the same day.