Stop install-day chaos: assign confirmations to office admins

Operations coordinators miss pre-install confirmations, causing scheduling gaps. Assign office admins confirmation tasks one business day before installs to secure confirmations.

Overview

Missed pre-install confirmations cause last-minute scheduling chaos and risk unhappy customers. This workflow assigns confirmation tasks to office admins one business day before installs, preventing scheduling gaps, ensuring confirmations, and creating an auditable trail for operations.

Notable Features

Create pre-install confirmation tasks
Assign tasks to office admins
Schedule tasks one business day prior