Update case with regional availability and fee estimates
Update case with regional availability and fee estimates
Your survey enquiries lack region lead times and fees, slowing bookings and confusing brokers. Attach region-matched lead times and fee estimates to each case so coordinators confirm bookings same day.
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Overview
When new survey enquiries arrive without region-specific availability and fees, coordinators spend time searching spreadsheets and bookings stall. This flow attaches lead times and fee estimates to each case automatically so your team can confirm appointments and communicate costs same day.