Engineering: Notify customers and reps of tentative installs

Engineers get scheduling webhooks that leave customers and sales reps uninformed, risking missed installs. Email and SMS notify customers and reps so coordinators keep everyone aligned.

Overview

Missed install notifications create extra work for engineers and scheduling coordinators and risk missed installs. This workflow pushes tentative install dates by email and SMS to customers and their sales reps and logs each notice on the project, resulting in dramatically fewer missed follow-ups and smoother handoffs.

Notable Features

Send email and SMS alerts
Format tentative install date
Log notification to project task