Prevent missed booking follow-ups for construction co-owners and crews

Co-owners at construction firms miss appointment confirmations in busy inboxes, causing crews to arrive unprepared and payments to be overlooked before site visits. This creates task cards from confirmation emails so co-owners see bookings and prepare customer details and payment follow-ups.

Overview

Missed confirmation emails leave crews unprepared and unpaid balances unchecked, threatening project starts and margins. This workflow turns appointment confirmations into actionable task cards so co-owners always see new bookings, prepare customer details, and chase payments — reducing missed follow-ups and ensuring smoother site visits.

Notable Features

Create task cards from emails
Assign tasks to sales reps
Add appointment and payment checklist