Create site capture request and attach link to contact
Create site capture request and attach link to contact
Your booked appointments missing a capture link leave crews without measurements and stall estimates. Create the capture request and update the contact so teams have link and address info same day.
Overview
When appointments lack measurement links, crews can't prep and estimates slip; this workflow creates the capture request and pins the measurement link to the CRM contact. Project coordinators and field crews receive measurement access within minutes, enabling same-day prep and more accurate dispatch.