Technical advisor: keep installer cert status current in CRM

Technical advisors missing installer completions risk compliance gaps and failed inspections. So advisors see accurate certification status and run timely compliance checks.

Overview

Installer certification gaps expose building materials firms to warranty issues and failed inspections. This workflow keeps CRM certification fields current so technical advisors can run compliance checks and prioritize re-certification outreach. The result is clear, up-to-date certification visibility and far fewer manual follow-ups.

Notable Features

Update CRM certification fields
Flag uncertified installers for follow-up
Add completion date to contact