Create install day contacts for scheduled projects daily
Create install day contacts for scheduled projects daily
Your install bookings often miss contact records, leaving crews without customer details before arrival. It creates contacts and queues messages for confirmations the same morning.
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Overview
When day-of project contacts aren't present in your messaging system, crews arrive without confirmation and installs get delayed. This flow guarantees contacts are created each morning and messages are queued for dispatch, so install coordinators can confirm appointments the same morning.