Start field task and notify technicians for sold estimate
Start field task and notify technicians for sold estimate
Your sold estimate emails often sit unprocessed, leaving dispatch without job context or deposit status. Start the fulfillment workflow and notify the assigned technician so work can begin same day.
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Overview
When sold-estimate emails land in your inbox, dispatchers currently spend time chasing customer and payment details before scheduling a job. This flow parses the email, starts a fulfillment workflow, and alerts the assigned technician so jobs are ready to start the same day.