Service Auto Pilot users

Discussion in 'Business Operations' started by BLC1, Aug 18, 2013.

  1. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    For those of you using SAP, how do notify managers of new work coming in?

    I have an office manager who fields the calls, gets the estimates out, sees when estimates are accepted and all that. I am curious what the best way to go about notifying other managers of new work coming in. For example if a new fertilizer client accepts an estimate, we would like that fert manager to see that new job has come in and same with new maintenance contract, landscaping project etc...
     
  2. McFarland_Lawn_Care

    McFarland_Lawn_Care LawnSite Bronze Member
    Posts: 1,387

    I think there is a way to set notifications if they have a user login. Otherwise, maybe CC an email to the manager. Guess it depends if the office or manager sets the schedule.
     
  3. BLC1

    BLC1 LawnSite Senior Member
    from Ohio
    Posts: 714

    That's a good point. In the past I have set the schedule but would like to transition to have each manager set the schedule for their dept.
     

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