Send install confirmations by email and SMS, log outreach
Send install confirmations by email and SMS, log outreach
You can't reliably notify homeowners and reps when an install is scheduled, causing day-of confusion and missed prep. Confirm outreach and log it on the task so dispatch has visibility same day.
Overview
When install tasks are scheduled, missed confirmations create day‑of delays and extra coordination work for dispatch. This flow sends both email and SMS confirmations and logs outreach on the task so dispatch and field teams have visibility the same day.