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

NewΒ·
Payaca Team

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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Screenshot 2022-07-13 at 09.01.01.png