Every notification, every reminder, every escalation. All triggered from Smartsheet. You do nothing extra.
Triggered automatically from smartsheet
Move a date, add a document, update a selection. The system reads Smartsheet and fires every notification automatically.
7-day warning. 3-day warning. Overdue Day 1 client only. Day 3 client plus builder. Day 5 delay flag. 5-tier escalation runs on autopilot.
Every Monday at 9 AM, clients get the week's scheduled activities pulled directly from the Smartsheet Gantt. Subject to change.
Drop a file into Smartsheet. Client gets a branded email instantly with file name, section, date added. Zero follow-up.
Green badge on every new upload. View on phone, badge clears on computer. Tracked server-side, synced across every device.
When a selection is finalized, the client gets a confirmation email with the install date. Closes the loop automatically.
Every alert tracked in the system. Each email sent exactly once per selection per tier. No duplicates. No spam. Clean and professional.
From first warning to delay flag. Client and builder notified at every stage without you lifting a finger.
Clients get the week's scheduled activities pulled from the Gantt. No promises, just visibility.
When a selection finalizes - chosen, ordered, install date set - the client gets a confirmation email automatically. Closes the loop, kills the back-and-forth.
14 days free. No credit card. No obligation.
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