Set installer on installation records from sheet updates

You record installer names in a sheet that sometimes arrive before CRM, causing incomplete installation records. Coordinators get accurate installer assignments so dispatch happens same day.

Set installer on installation records from sheet updates

Overview

When installer names live in spreadsheets instead of CRM, dispatch and compliance slow down. This flow finds the matching installation, writes the installer assignment into the record, and alerts teams so coordinators can dispatch correctly the same day.

Set installer on installation records from sheet updates