Update planned site measure date on job record
Update planned site measure date on job record
You get emails with site-measure dates that aren’t logged, causing quoting delays and scheduling gaps. It adds the date to the job record so sales ops see the appointment same day.
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Overview
Inbound schedule emails often leave appointment dates trapped in inboxes, delaying quotes and install planning. This flow extracts the job identifier and date, writes it into the job record, and archives the message so sales ops and coordinators see the appointment same day.