Send client confirmation checklist to client and team
Send client confirmation checklist to client and team
Your screen form submissions sometimes lack job details, stalling install prep and field coordination. It sends a client confirmation checklist so coordinators and clients are organized same day.
Overview
When client confirmation checklists go out as soon as a form is submitted, your schedulers and installers have the full job context and clients receive clear instructions. That reduces back-and-forth and keeps installs on schedule within the same business day.