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Start the Site inspection workflow

This Workflow is triggered automatically

The Site inspection Workflow is automatically triggered when the Customer submits their preferred Site inspection days through the CX platform. We've included the instructions below for situations when you need to trigger it manually.

When you’re ready to start the Site inspection workflow for a Customer, you can manually trigger it.

Steps​

To trigger this workflow:

  1. Open Console.
  2. Open the Customer record.
  3. Go to Quotes and open the Quote.
  4. Go to Jobs and click Start Site inspection.

First Task​

The first Task is View allocated SI Prime.