Service admins: trigger job workflows on sold estimates
Service admins: trigger job workflows on sold estimates
Service administrators in family services see sold estimates stall without handoff, delaying client support. Trigger downstream job workflows and alert coordinators so service starts reliably.
Overview
Missed handoffs stall client service and put case outcomes at risk. Triggering job workflows on sold estimates and notifying coordinators eliminates manual steps so service starts reliably and operations teams report fewer missed handoffs.
Notable Features
- Start job workflows on sold estimates
- Alert service coordinators instantly
- Attach estimate and job details