Add new site survey appointments to technician calendars
Add new site survey appointments to technician calendars
CRM survey bookings can miss calendar events, leaving technicians without address or contact details. The flow creates events in the correct technician calendars so crews have details before dispatch.
Overview
Unrouted survey bookings create confusion for crews and slow project delivery. This flow turns CRM survey bookings into calendar events in the right technician calendars so project coordinators and field crews have full appointment context before dispatch same day.