Create site visit events and confirm client appointments
Create site visit events and confirm client appointments
When site-visit webhooks arrive missing schedule or address, your reps lack confirmation. This confirms clients and creates calendar events so crews are prepared ahead of visits.
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Overview
Unconfirmed site visits erode field productivity and frustrate customers. This flow converts inbound site-visit notifications into calendar events, CRM updates, and client confirmations so coordinators and crews get invites and context within minutes.