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Create and update inspection calendar entries for your team

Create and update inspection calendar entries for your team

Your well inspection due dates in CRM aren't reflected on team calendars, causing missed inspections and uncoordinated field visits. Create calendar entries so coordinators see due dates same day.

Create and update inspection calendar entries for your team

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Overview

When inspection dates live only in CRM, field visits slip and coordinators scramble. This flow turns CRM due dates into calendar events (or removes them when records close), so coordinators and agents see accurate schedules same day.

Create and update inspection calendar entries for your team