Update after-service sheet from CRM changes for teams
Update after-service sheet from CRM changes for teams
Your CRM's after-service updates don't appear in the team spreadsheet, leaving field teams without current addresses or status. Keep the sheet current so coordinators can dispatch crews the same day.
Overview
Stale after-service data causes missed visits and added admin work for your small field teams. This flow writes CRM updates into your operations sheet so coordinators see current addresses and status, enabling same-day dispatch and fewer callbacks.