Create repeat inspection events and tasks for crews
Create repeat inspection events and tasks for crews
Repeat inspection deals enter the reconnect stage with no scheduled date, so crews lack visit times and asset context. Create calendar events and CRM tasks so coordinators get same-day assignments.
Overview
When deals hit your reconnect stage without a date, crews arrive unprepared and work gets rescheduled. This flow turns stage changes into scheduled calendar events and CRM activities so coordinators and crews receive same‑day assignments and clear asset context before visits.