Send new claim note alerts to assigned project managers
Send new claim note alerts to assigned project managers
Your claim notes sit in the project record and PMs miss critical update context for on-site work and billing. Deliver timely email alerts so coordinators can act on updates same day.
Overview
Notes buried on claims slow down crews and billing; this flow routes each new claim note straight to the assigned PM inbox so updates get reviewed and acted on the same day. That keeps dispatch and invoicing aligned and reduces follow-up friction.