Add orders to tracker and schedule onsite visits
Add orders to tracker and schedule onsite visits
Your order form submissions arrive untracked, causing missed appointments and prep gaps for site crews. Capture orders and create calendar appointments so schedulers have same-day visibility.
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Overview
Untracked order forms create scheduling gaps and unprepared site visits for your crews. This flow turns each submission into a standardized order row and, when needed, an on-site calendar appointment so schedulers and field teams gain same-day visibility and reduce missed visits.