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Create service appointment and notify field team and customer

Create service appointment and notify field team and customer

Your service calls lack a formal appointment, leaving dispatch and technicians without onsite details. Create a calendar event, confirmation email, and storage link so crews arrive prepared, same day.

Create service appointment and notify field team and customer

Overview

When a deal is moved into a scheduled state, dispatch often scrambles to assemble appointment details and photos. This workflow creates the calendar event, sends customer confirmations, and delivers storage links so technicians have full context at least 24 hours before the visit.

Create service appointment and notify field team and customer