Business owner: trigger disclaimer SMS before field visits

Business owners booking field visits face unsigned disclaimers that leave technicians without authorization and risk appointment delays. Trigger SMS signature requests so coordinators start on time.

Overview

Missing signed disclaimers disrupt field operations and force costly appointment reschedules. This workflow sends a signature request SMS at form submission and updates records so coordinators and technicians arrive authorized, eliminating last-minute holds. Customers report faster handoffs and fewer on-site delays.

Notable Features

Send SMS signature request after submission
Log signature status to central record
Notify coordinators of unsigned submissions