Notify operations of sold install jobs in channel

Your sold-install sheet rows lack immediate job context, blocking dispatch and warehouse. Coordinators get job details so jobs are staged and materials ordered same day.

Notify operations of sold install jobs in channel

Overview

When sold install rows sit unseen in your sheet, crews wait and parts don't get ordered, delaying installs. This flow pushes full job details into your operations channel and alerts rebates contacts for eligible jobs, so dispatch, purchasing, and project managers can stage work and order materials the same day.

Notify operations of sold install jobs in channel