Send estimate follow-up to booked customers and staff
Send estimate follow-up to booked customers and staff
Booking emails lack customer contact and property details, leaving estimators unprepared. Send customers a short info request and schedulers are alerted so soft estimates are ready within 48 hours.
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Overview
Booking messages that arrive without structured details slow estimators and lengthen quote cycles. This flow extracts contact and property cues, messages customers a concise info request, and alerts schedulers so soft estimates are ready within 48 hours.