Update customer review date from review queue when due
Update customer review date from review queue when due
Your customer records miss recent review dates, leaving dispatchers without maintenance context. The record is updated so teams can schedule preventive visits ahead of the next service cycle.
Overview
Manual edits to customer review dates leave dispatchers without the context they need to book preventive visits. This workflow writes review dates back to customer records so service managers can schedule maintenance same day and avoid missed follow-ups.