For business owners: confirm home assessments and bookings

Sales reps risk bookings when Home Confirmed deals don't send appointment details. Send appointment and assessor contact when stage updates so customers get confirmations.

Overview

Missed confirmations lead to lost bookings and frustrated field assessors — this workflow sends appointment details and assessor contact as soon as a deal hits Home Confirmed, eliminating manual handoffs. The result is clearer field handoffs and faster confirmations so bookings proceed reliably and customer experience is protected.

Notable Features

Send appointment details on update
Notify sales reps and assessors
Create calendar event for assessor