TradeSite + FollowUp Flow

Customer follow-ups

Next actions are generated from the same Westline records used in the quote and job pipeline.

Open actions0Current Westline records
Urgent actions0Urgency or lead score
Reviewed here0Practice state only

Action queue

From enquiry to completion

Loading connected Westline records…

Also available separately

Present each Tech Khit module on its own.

The integrated views use Westline records. The standalone labs remain useful for feature-by-feature discussions.

TradeDesk standalone ↗FollowUp Flow standalone ↗OwnerView standalone ↗