Post sold HVAC estimate emails to dispatch channel
Post sold HVAC estimate emails to dispatch channel
Your sold HVAC estimate emails land in inboxes unseen by dispatch, causing scheduling gaps and delayed customer updates. The workflow posts those emails to dispatch so coordinators act the same day.
Overview
When sold-estimate emails sit in inboxes, dispatch and support miss scheduling windows and customers wait. This flow posts those emails directly to dispatch so coordinators get context and act the same day.