Keep installation schedules accurate for business owners across portals

Business owners miss updated install dates and statuses in spreadsheets, causing scheduling errors and billing mismatches. So coordinators and installers work from current quotes and dates.

Overview

Manual spreadsheet updates lead to dispatch errors and billing mismatches, putting installs and cash flow at risk. This workflow makes your operations spreadsheet the single source of truth by pushing install, inspection, status, and deposit changes to the project portal so dispatch, billing, and field crews act from the same current record—reducing reconciliation work and preventing missed installs.

Notable Features

Push sheet updates to project portal
Notify coordinators of schedule changes
Create portal audit entries for changes