Create install calendar events from scheduled jobs for team
Create install calendar events from scheduled jobs for team
Your scheduled install deals lack calendar entries, so crews miss site context and arrival windows. Adds all-day install events with customer and system notes so crews have context same day.
Overview
When a deal moves to 'installation scheduled' your crews need a clear, context-rich calendar entry to avoid missed windows and rework. This flow converts scheduled deals into detailed, region-routed install events so operations and installers see the right date, address, and system notes within minutes.