Send picture request notification to assigned CSR for order
Send picture request notification to assigned CSR for order
Your picture requests for orders can arrive without notifying the assigned CSR, delaying job prep and parts checks. The workflow alerts the right CSR immediately so work is scheduled same day.
Workflow preview:
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Overview
When picture uploads miss the assigned owner, technicians and dispatch stall and jobs slip. This flow routes uploads to the current CSR so dispatch coordinators can confirm parts and lock scheduling the same day.