Update appointment request with job and calendar details
Update appointment request with job and calendar details
Your calendar appointment requests miss customer and job details, leaving project managers without context. It enriches the event and updates job and sheet so managers can confirm requests same day.
Overview
When appointment requests land on the calendar lacking customer or job context, your project managers spend time chasing details instead of confirming work. This workflow enriches the event, updates your project record and sheet, and notifies the owner so confirmations happen same day.