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Create site visit jobs and assign site techs

Create site visit jobs and assign site techs

Your sales board's scheduled site visits often lack field-ready job records, causing dispatch confusion. Get field job sites built and technicians assigned same day.

Create site visit jobs and assign site techs

Overview

When sales marks a visit as scheduled, field coordinators often scramble to create jobs and dispatch techs. This workflow prepares job records, populates contact and address details, and assigns a technician so site visits are ready same day.

Create site visit jobs and assign site techs