Send pre-appt form alert to estimator and coordinator
Send pre-appt form alert to estimator and coordinator
Your pre-appointment forms arrive unstructured, leaving estimators without intake details and delaying site prep. Notifications go to the assigned estimator so they can review intake before the visit.
Overview
When intake emails are parsed but not routed, estimators arrive underprepared and coordinators chase details. This flow delivers the parsed questionnaire to the assigned estimator within minutes, enabling ready-for-site visits and reducing last-minute follow-ups before the appointment.