Send missing service follow-up to client when quote approved
Send missing service follow-up to client when quote approved
You get approved quotes that omit seasonal service choices, leaving schedules incomplete and crews unprepared. Prevent delays by contacting customers for confirmation same day.
Overview
When approved quotes miss seasonal selections, crews and schedules get disrupted and bookings stall. This flow detects incomplete season choices and pings customers by SMS and email within minutes of approval so sales ops can close gaps same day.