Sales ops keep repair records complete with photos
Sales ops keep repair records complete with photos
Sales ops miss field debriefs and photos, leaving repair records incomplete. Attach inspection notes and photos to the matching CRM repair record so account teams have evidence for billing.
Overview
Missing post-work photos and debriefs stalls billing and complicates handoffs. This workflow ensures inspection notes and photos land on the correct repair record so account and ops teams have completion evidence at hand. The result: faster handoffs, fewer missing files, and clearer billing records.
Notable Features
- Attach photos to CRM records
- Add inspection debriefs to records
- Notify account teams of updates