Create site survey orders from roofing calendar events
Create site survey orders from roofing calendar events
Your site-survey calendar events may not create orders, leaving dispatch without addresses. This captures matching events and submits survey orders so crews get address and scheduling details same day.
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Overview
Missed or unsubmitted survey orders force dispatch to chase addresses and delay crews. This flow converts qualifying calendar bookings into site-survey orders automatically, so dispatch coordinators and crews receive address and scheduling details within minutes.