Send subsidy report and brochure to customer after installation
Send subsidy report and brochure to customer after installation
Unsent subsidy reports after a missed board action cause customer calls and filing delays. Deliver the brochure and report to customers and mark the project updated, ensuring same-day readiness.
Overview
When project coordinators forget to send subsidy paperwork, customers wait and support calls increase. This flow delivers the brochure and subsidy report to the customer and updates the project board automatically, ensuring documents arrive same day.