Link sent proposals to matching scheduled events and records
Link sent proposals to matching scheduled events and records
Your sent proposals lack event linkage and leave technicians without date or location context. Gain consistent proposal-to-event matching with an Event ID added to records ahead of each event.
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Overview
When sent proposals aren't linked to scheduled installs, your AV techs lack date and location context and setups can slip. This flow attaches matched Event IDs to proposal records and surfaces scheduling details within minutes so coordinators and technicians can prepare ahead of each job.