Service owners: schedule 3- and 6-month care follow-ups

Business owners miss repeat customers when sold estimates don't produce follow-ups. This schedules three- and six-month care events after sale so owners and service staff complete calls or emails.

Overview

Missed post-sale follow-ups let customers lapse and leave service revenue at risk. This workflow ensures three- and six-month care touchpoints are scheduled after every Sold estimate, creating clear ownership and consistent outreach so customers stay engaged.

Notable Features

Create three- and six-month events
Notify owner and service staff
Include estimate details and links