Solar installers: prevent missed installs and crew gaps

Solar installers updating stages miss CRM bookings, leaving crews unassigned. Stage changes become city calendar bookings, ensuring installs appear in the correct calendar so coordinators can dispatch crews.

Overview

Missed install bookings create dispatch gaps and threaten on-time delivery for solar installers. This workflow turns "Installation Scheduled" updates into city calendar events and crew assignments, eliminating scheduling gaps so coordinators can dispatch crews quickly and installs land in the right calendar.

Notable Features

Create city-specific calendar events
Assign crew members by location
Convert deal dates into event times