video1.0<iframe src="https://www.loom.com/embed/f7588e5998434d47968fcf3abd87ffa3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f7588e5998434d47968fcf3abd87ffa3-54d7abff1c44ce07.gif207.066667This Loom demonstrates a custom back office automation for Legacy Property Preservations that streamlines quote requests, scheduling, and follow ups in their CRM. The team fills out a calendar to generate a quote that populates in the CRM, then technicians reply to a short email prompt and the automation updates the agent to quote sent with services from the package notes and an estimated amount. The agent sends the client an email with job details, sales and cost, and length to help schedule the next service. After scheduling, the CRM status changes to service scheduled, and after completion a follow up email is sent for either a review link or to schedule the next service.