Sold work should not sit in an inbox waiting for someone to schedule it.

• →Sold jobs sit in a queue until someone has time to schedule them.
• →Required information (permits, material lead times, access notes) isn’t collected until scheduling, which delays it further.
• →Customers hear nothing between "you’re sold" and "here’s your date," which drives inbound calls asking for status.
• →Double-booking because two people schedule off different views of the calendar.

• →Moving a sold job into a scheduling queue automatically, with required fields flagged if missing.
• →Checking crew and material availability against the calendar.
• →Sending the customer a confirmation and reminder once a date is set.

• →Any scheduling conflict that needs a judgment call on priority.
• →Customer conversations about date changes or special requests.

Jobs missing required information (permit, deposit, access details) route to a hold queue with the specific gap flagged, instead of blocking the whole scheduling process.

The field-service platform’s job record is authoritative for status and schedule. Nothing gets scheduled in a side calendar that isn’t reflected there.

Trigger a scheduling queue entry the moment a job is marked sold, with a checklist of required fields, and connect it to crew/material availability so scheduling becomes a confirm-not-build step.

Estimate using: sold jobs per week x average hours between "sold" and "on the calendar" today x hourly cost of the person doing that coordination. Compare to the time needed just to confirm an auto-suggested date.