Start post-sale workflow from sold estimate emails for team
Start post-sale workflow from sold estimate emails for team
Your sold estimate emails often sit unprocessed, leaving field teams without job context or next steps. Start the post-sale process and notify dispatch and technicians so work is ready same day.
Overview
When sold estimates sit in inboxes, field teams miss prep windows and installs get delayed. This workflow turns each sold-estimate email into a started post-sale process and technician notification, so dispatch and crews have context to act same day.