Update user records for scheduled audits and notify team
Update user records for scheduled audits and notify team
Your audit bookings lack linked user records, leaving coordinators without context. This records audit dates and IDs to user profiles and CRM so coordinators see scheduling context same day.
Overview
When audit bookings aren’t attached to user records, coordination stalls and technicians lack context. This flow writes audit dates and IDs into your user records and CRM so coordinators see scheduling context same day and can assign work ahead of the appointment.