Create site survey calendar event and notify customer
Create site survey calendar event and notify customer
Your measured survey bookings miss calendar blocks and confirmations, leaving crews unprepared and causing schedule gaps. It confirms and time-blocks bookings so crews are ready same day.
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Overview
You need reliable, repeatable scheduling so crews show up prepared and customers get confirmations. This flow turns a CRM stage change into a booked calendar event and a timed SMS so day-of delays are eliminated and appointments are time-blocked ahead of the survey.