Keep In-Service contact records accurate for ops

Ops coordinators add In-Service meetings but contact records stay stale, causing missed handoffs. It updates In-Service dates and bumps service counts so ops and CS have accurate records.

Overview

Missed In-Service updates create reporting gaps and delayed handoffs for operations. This workflow keeps contact in-service dates and counts current so ops and customer success act from accurate records, reducing missed follow-ups and improving reporting reliability.

Notable Features

Update In-Service dates instantly
Increment contact service count
Notify ops and customer success