Keep operations coordinators and field crews updated on settled homeowners

Operations coordinators lose settled homeowner records when project and tracker data drift, causing missed follow-ups. Every settled homeowner goes to the central sheet so field crews begin follow-up.

Overview

Operations coordinators risk missed follow-ups and scheduling chaos when settlement records don't match the central tracker. This workflow ensures every settled homeowner appears in the central sheet and field crews start follow-up quickly, eliminating handoff gaps and reducing scheduling errors.

Notable Features

Create central spreadsheet entries
Map homeowner fields from database
Notify field crews of settlements