Send approval emails and ops alert with schedule

Your approved proposal rows can leave dispatch and billing missing context for scheduling onsite jobs and collecting deposits. Work gets scheduled and deposits requested the same day.

Send approval emails and ops alert with schedule

Overview

When clients approve a scope, handoffs to dispatch and billing often miss crucial context and delay onsite starts. This flow pushes approval details to the customer and your ops channel so jobs are scheduled and deposits requested the same day.

Send approval emails and ops alert with schedule