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Create site visit and discovery call events for customers

Create site visit and discovery call events for customers

Customer updates can leave site visits and calls unscheduled, making schedulers scramble. Create events and update contacts so coordinators and crews get schedules same day.

Create site visit and discovery call events for customers

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Overview

Unscheduled site visits create wasted travel and delayed starts for crews and schedulers. This flow turns customer updates into calendar events and updated phone contacts so project coordinators and field teams have accurate schedules same day.

Create site visit and discovery call events for customers