Keep installer schedules accurate and remove duplicate assignments

Operations coordinators update deals manually, causing installers to use duplicate, outdated sheets and risk missed installs. Keep each installer's workbook current so schedules stay accurate.

Overview

Outdated or duplicated installer sheets lead to missed installs, rework, and frustrated customers. This workflow keeps each installer's workbook accurate and removes a deal from other sheets, giving operations reliable schedules and clearer accountability. Operations teams report fewer scheduling errors and smoother handoffs.

Notable Features

Update installer workbooks on change
Remove deal from other sheets
Notify operations coordinators of changes