Send estimate emails and log service requests centrally
Send estimate emails and log service requests centrally
Estimate requests arrive without records, causing scheduling delays and duplicate outreach. Prevent delays by emailing customers and logging requests in a shared tracker for same-day scheduling.
Overview
Estimate requests that sit in inboxes create manual handoffs and missed booking windows. This flow sends every requester a clear estimate and logs the request for service coordinators and campaign managers, enabling same-day scheduling and reliable follow-up.