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Don't miss out on repeat work! πŸ”πŸ’°

NewΒ·

Repeat work from existing customers is super important, we've made it easy for repeat work to appear in your customer journey pipeline at exactly the right time.

When completing a form, if you set the Next Inspection Due Date and tick the box, a new deal will get created automatically and will become visible in the pipeline 30 days before the next inspection date.

The new deal will have:

  • A placeholder booking
  • A link to the previous deal
  • A tag to let you know it's a repeat customer

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