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.

Add new site survey appointments to technician calendars

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.

Add new site survey appointments to technician calendars