Send installation scheduling message to the customer contact

When installation cards lack a confirmed slot, your field teams wait and customer appointments stall. The workflow prompts customers for dates so you confirm bookings and dispatch crews same day.

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Overview

When cards move into the installation stage, customers need a clear scheduling prompt or crews risk waiting and deadlines slip. This workflow sends a templated scheduling request immediately and creates an internal follow-up, so project managers can confirm dates and dispatch crews the same day.