Add new appointment items to master report sheet
Add new appointment items to master report sheet
Your appointment items on the project board aren't logged centrally, causing gaps in quality reviews and payroll prep. It consolidates each appointment into the master sheet for same-day reporting.
Overview
Stop relying on manual exports and stitched spreadsheets. This flow captures every new appointment item and records it into your master sheet within minutes, giving sales ops and reporting managers same-day visibility for quality audits and payroll prep.