Create scheduled install records from new client appointments
Create scheduled install records from new client appointments
Your appointment bookings lack a central log, leaving dispatch without install details and causing scheduling delays. Add appointment details to an operations table so crews can prepare same day.
Overview
Capture every new booking as a structured operations record so dispatch never scrambles for context. Teams get the customer, date, and service info in the table within minutes, enabling same-day crew readiness and fewer missed installs.