Send ready to collect notice to project stakeholders

Your Ready to Collect jobs can sit without a pickup plan, delaying final invoicing and installer handoffs. Team email notices ensure pickups and client handoffs occur same day.

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Overview

When jobs flip to Ready to Collect, missing a pickup plan can stall invoicing and leave crews waiting. This workflow sends immediate email notices to your PMs and schedulers so pickups and client handoffs happen same day, speeding closeout and cash collection.