Confirm appointment and add job note to record
Confirm appointment and add job note to record
Your appointment approvals from client forms can leave appointment status stale and crews without context. You get confirmed appointments and a job note for crews, keeping schedules accurate same day.
Overview
When client approvals come in through landing pages, schedulers and crews need immediate, reliable status rather than manual checks. This flow confirms appointments and appends a contextual job note so teams dispatch and prepare same day with confidence.