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.

Create install calendar events from scheduled jobs for team

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.

Create install calendar events from scheduled jobs for team