Set appointment on job and update tracking sheet
Set appointment on job and update tracking sheet
Your initial visit tasks often fail to set job status or appointment dates, leaving marketing without scheduled visit data. It records the appointment date and updates the job same day.
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Overview
When visit tasks fail to propagate appointment dates, marketing and scheduling reports fall out of sync and outreach misses critical windows. This flow flips the job to an appointment state and writes the scheduled date to your tracking sheet so marketing and schedulers have accurate data same day.