Project managers send contractor note on status update
Project managers send contractor note on status update
Project managers risk scheduling delays when contractors lack site instructions. It sends formatted instructions and site details to contractors and logs confirmation so jobs move to scheduling.
Overview
Project managers lose momentum when contractors don't receive clear site instructions and jobs slip from scheduling. This workflow guarantees every 'instruction sent' task generates a formatted instruction to the contractor, records confirmation, and updates the task — preventing missed bookings and keeping jobs progressing to scheduled work.
Notable Features
- Send formatted instruction emails
- Attach site address and specs
- Record confirmation on task timeline