Keep visit teams ready after Reserva OK lead updates

Operations coordinators miss customer details when leads shift to Reserva OK, causing scheduling delays. Deliver customer info, photo folder link and checklist so visits run smoothly.

Overview

Missed pre-visit information creates scheduling bottlenecks and poor on-site readiness for operations coordinators. This workflow turns every Reserva OK lead into a complete visit packet—contact details, a shared photo upload folder, and a checklist—so coordinators can schedule and prepare with fewer delays and clearer handoffs.

Notable Features

Send customer details to coordinators
Create shared photo upload folder
Attach pre-visit checklist to notification