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Create service schedule events and assign review tasks

Your service request sheet misses schedule data, leaving mobile units unassigned and reviewers without visit context. The flow creates calendar bookings and review tasks so crews are prepared same day.

Create service schedule events and assign review tasks

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Overview

When service requests land in your sheet they must become scheduled jobs immediately or mobile units sit idle and reviewers lack context. This workflow converts sheet updates into calendar bookings and review tasks so crews are dispatched and reviewers have context same day.

Create service schedule events and assign review tasks