Update project notes and label when appointment scheduled
Update project notes and label when appointment scheduled
When appointments lack project context, your coordinators miss admin links and prep details. Add schedule and admin notes to the project so teams are ready same day.
Overview
If appointments arrive without project context, coordinators and crews waste time hunting for admin links and schedule details. This ties appointment time, admin portal links, and a follow-up label directly into the project record so teams have the context they need and can prep same day.