Send perform later alerts when electrical estimates sell
Send perform later alerts when electrical estimates sell
Your sold electrical estimates set to perform-later lose scheduling context and stall billing. This alerts schedulers and billing so jobs are assigned and invoiced same day.
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Overview
When sold electrical estimates are set to perform later, dispatch and billing frequently lose track of next steps. This flow waits for invoice updates, then sends targeted alerts to schedulers and billing so crews are assigned and invoices prepared same day.