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Create dispatch job and confirm appointment with homeowner

Create dispatch job and confirm appointment with homeowner

When new estimate deals lack dispatch details, your crew and schedulers miss context and arrival windows. Get routed jobs, a customer SMS confirmation, and a dispatch record the same day.

Create dispatch job and confirm appointment with homeowner

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Overview

When an estimate becomes a scheduled visit, you need crews routed and customers informed, not last-minute calls. This flow turns each new deal into a dispatched order and an SMS confirmation so schedulers and homeowners have arrival windows the same day.

Create dispatch job and confirm appointment with homeowner