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Add booked installs to audience and notify customers

Add booked installs to audience and notify customers

You can't prepare crews when booked installation entries lack confirmed contact details and prep notes. Get customers confirmed and informed the same day so teams arrive ready.

Add booked installs to audience and notify customers

Overview

When a job is set to booked on your project board, this flow captures the customer in your audience and sends an immediate SMS confirmation. That gives operations confirmed contacts and customers clear prep details the same day, reducing on-site delays.

Add booked installs to audience and notify customers