Update service appointment and work order with alternatives

Your date-change forms don't update appointments, leaving dispatchers without alternative dates. It saves those alternatives and posts a brief constraint note so dispatchers can reschedule same day.

Update service appointment and work order with alternatives

Overview

When customers request date changes through forms, dispatchers often lack updated work order context and miss rescheduling windows. This flow updates appointment and work order records and delivers a short constraint summary to your ops channel so dispatchers can reschedule the same day.

Update service appointment and work order with alternatives