Send on-site booking email when lead stage changes

Your on-site appointment leads get missed when stage updates don't reach schedulers, delaying crew prep and paperwork. Notify your operations and sales staff so crews have details and prep same day.

Overview

When a field lead flips into a scheduled on-site appointment, schedulers and crews need that context instantly. This flow routes stage changes into a concise booking email so operations and sales receive details within minutes and preparations happen same day.