Add new site task details to lead intake

Your new job tasks lack client and appointment context, causing crews to miss pre-visit outreach. The workflow delivers contact and appointment details to your lead system so crews have context same day.

Overview

Missed pre-visit outreach and missing contact details slow remodel schedules and frustrate crews. This flow captures task contact and appointment context and pushes it into your lead intake so project coordinators can schedule and prep crews the same day.