Send scheduling request after won deal to customer
Send scheduling request after won deal to customer
Your post-sale bookings often lack availability or address details, delaying crew dispatch. Receive availability and addresses immediately so jobs are scheduled same day.
Overview
Post-sale handoffs stall when coordinators wait for dates and addresses; this flow reaches customers immediately after a closed deal and captures availability and location details. The result is less back-and-forth and more jobs booked the same day for your scheduling team.