Update quote tracker and email bathroom summary to stakeholders
Update quote tracker and email bathroom summary to stakeholders
Your approved bathroom quotes lack a tracked record or itemized breakdown, leaving sales and installers without scope or pricing context. It updates the tracker and emails a categorized summary today.
Overview
When authorised quotes aren't consistently recorded, proposals and installs get delayed and teams waste time reconciling details; this flow makes every authorised bathroom quote a tracked record with a categorized scope email. Sales and project coordinators get the totals and itemized context they need within minutes, enabling faster follow-up and scheduling.