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Update approved quote status and notify scheduling team

Update approved quote status and notify scheduling team

When approved quotes change on your job records, schedulers miss booking windows and installers lack work order context. You get updated booking-ready status and an email alert same day.

Update approved quote status and notify scheduling team

Overview

Manual status updates slow down scheduling and leave installers without clear work orders. This workflow updates the master job status and pushes an email to your scheduling queue, so bookings are visible and actionable same day. It eliminates manual handoffs and speeds field crew planning.

Update approved quote status and notify scheduling team