Send installation booking emails and SMS to customers

Your CRM installation bookings miss arrival windows and payment status, leaving crews unclear. It sends confirmations and payment reminders, and updates the deal for same-day readiness.

Overview

When an installation is booked in your CRM, this flow automatically converts that event into customer confirmations and updated deal context so reps and crews know arrival windows and payment status. Customers receive SMS and email within minutes and the CRM shows the scheduled date for same-day readiness.