Send pre-install survey link and update master sheet
Send pre-install survey link and update master sheet
Deposits in the paused jobs sheet can lack a pre-install form, causing schedulers to miss contact details. It emails the survey link and updates the master record so installs are scheduled sooner.
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Overview
Stop manual follow-ups and lost details when deposits post by emailing the pre-install survey and updating your master customer sheet automatically. Project managers get complete contact and address data without hunting through rows, so installations are scheduled same day.