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Create recurring service appointments from new sales orders

Create recurring service appointments from new sales orders

Your sales orders arrive without scheduled service slots, causing manual lookups and delayed crew assignment. It creates calendar events with job details so crews can be dispatched same day.

Create recurring service appointments from new sales orders

Overview

Stop losing time to manual scheduling when new orders arrive. This solution converts each sales order into a rich calendar event with customer, address, job notes, and recurrence so crews can be assigned and conflicts cleared the same day. Your coordinators get consistent, actionable appointments without manual entry.

Create recurring service appointments from new sales orders