I agree, completely!!
Our office does something similar to this by creating custom Forms the techs must complete prior to project completion status. We schedule the alerts to notify the respective person needed when the forms are completed. We require the information specifics, such as situations like this, to be completed at closing. Then add an alert for the form completion.
same with leads for techs to keep them updated on the accurate totals to add to their spiff sheets.
When they make a commission from leads or sell memberships they fill a form for themselves and alert their own account when it is completed.
Office & Technician Support
Administration
