Send visit confirmation email to homeowner contact for survey

Your site-survey tasks missing contact and time details leave crews unprepared and increase reschedules. Confirm appointments to customers so crews and schedulers are aligned within minutes.

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Overview

Stop field crews arriving unprepared and reduce last-minute reschedules by sending immediate, personalized confirmation emails whenever a site-survey task is created. Schedulers and technicians get contact and appointment details within minutes, improving first-visit success and operational predictability.