Make sure the right requests alert the right person

Decide what should interrupt you

A new quote and a report about a problem with an existing job need different paths. Define which situations should alert a person immediately.

Put the rule in plain language

Name the situation, the recipient and the information they need. Keep a fallback when the first alert contact is unavailable.

Review the handoff

Check that the message contains the caller’s contact details, the concern and why it triggered an alert. Your team makes the operational decision. For immediate danger, callers should contact emergency services.

See how it works, pricing, or start with one workflow.