Update next appointment packing list on the deal record
Update next appointment packing list on the deal record
You get packlist form submissions that don't update the deal record, so technicians can arrive without required items. Keep packing lists on the deal so teams are ready before the next appointment.
Overview
Packlist addenda left in forms cause field teams to show up unprepared and slow down jobs. By appending submissions directly into the related deal packing list, technicians and coordinators see updates within minutes and are ready before the next appointment.