Send client welcome message when job becomes signed-on
Send client welcome message when job becomes signed-on
Your signed jobs often lack a clear welcome note, leaving customers and coordinators unsure. Send a welcome comment to the job and notify assigned contacts so teams prepare before start.
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Overview
When signed projects move from sales to delivery, customers need reassurance and teams need context. This flow posts a standardized welcome comment to the job and notifies assigned staff, reducing handoff confusion and getting teams ready within one week.