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.
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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.