1.Monitors inspection records updates
Integrate Salesforce and CRM event triggers to capture inspection record payload and key identifiers to route pre-install work.
Create pre-install inspection dispatch to field teams now
Automatically monitor new or updated inspection records in Salesforce across field service dispatching. Create and send mobile form dispatches for coordinators and technicians when pre-install inspections are created or updated or qualifying types matchβso you can avoid manual intake, eliminate missed site details, and keep crews moving without reporting.
How this automation dispatches pre-install work faster
When inspections get created but dispatch details lag, crews arrive without the right site information. This automation watches inspection records and filters qualifying types, then creates mobile form dispatches and sets recipientsβso your team can start work with confidence.
Salesforceor swap with your favorite app
2.Filters for qualifying inspection types
Integrate Filter by Zapier and conditional routing tools to continue only for configured pre-install inspection types to prevent irrelevant dispatches.
Filter by Zapieror swap with your favorite app
3.Creates form dispatch and maps fields
Integrate FastField Mobile Forms and mobile form tools to create dispatches and map inspection title, reference, and address lines to send site details.
FastField Mobile Formsor swap with your favorite app
4.Sets recipients and dispatch privacy
Integrate FastField Mobile Forms and notification routing tools to set coordinator and technician recipients and mark dispatch privacy to complete dispatch delivery.
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