Create open service request rows for field ops team
Create open service request rows for field ops team
Your service requests sit only in the CRM, leaving dispatch unaware and causing scheduling delays. This moves requests into a shared operations sheet so dispatch can schedule crews the same day.
Overview
When new service requests remain trapped in the CRM, dispatch can't act quickly and installations slip. Move every new request into a shared open-requests sheet so dispatch coordinators and crews see and schedule work within minutes.