Update customer spreadsheet from field service platform matches
Update customer spreadsheet from field service platform matches
When new customer rows appear, missing matches leave dispatch without addresses or phone numbers. Matched and enriched rows give crews correct contact details before same-day jobs.
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Overview
Missing or mismatched customer data in reconciliation sheets causes dispatch to use wrong addresses and wastes crew time. This flow ties new sheet rows to platform records and enriches them so crews receive correct contact details ahead of same-day jobs.