Notify schedulers instantly of new install requests submitted

Scheduling coordinators lose installation requests from forms, causing unassigned jobs and delayed dispatch. Sending contact, product, and preferred date/time to schedulers so they can book installs.

Overview

Unseen installation requests create unassigned jobs and delayed dispatch that hurt customer experience. This workflow pushes full contact, product, and preferred date/time to scheduling coordinators and creates provisional holds, eliminating manual triage and enabling faster handoffs. Operations leaders get predictable booking workflows and fewer missed assignments.

Notable Features

Notify scheduling coordinators instantly
Attach customer contact and product
Create calendar holds for preferred date