1.Monitors new or updated booking rows
Integrate Google Sheets, spreadsheet tracking, and submission dedupe tools to detect booking rows and start the flow.
Create service requests from booking rows for dispatch
Automatically monitor new or updated booking rows in Google Sheets across Jobber and Google Sheets. Create and update work requests when rows are submitted, then attach intake notesβso you can schedule dispatch without manual entry.
How this automation creates dispatch-ready work requests
When new or updated spreadsheet rows arrive, delayed intake can slow dispatch. This automation finds or creates clients and adds client IDs, then creates work requests and request notesβso your team can dispatch faster.
Google Sheetsor swap with your favorite app
2.Finds or creates clients
Integrate Jobber, contact matching, and address lookup tools to create a client record when no match is found.
Jobberor swap with your favorite app
3.Writes client ID back to worksheet
Integrate Google Sheets, row creation, and ID mapping to record the client ID and primary contact for later use.
4.Creates a scheduled work request
Integrate Jobber, scheduling hints, and request intake to create the work request with the client reference.
5.Adds intake notes to the request
Integrate Jobber, note templates, and intake details to attach booking context to the request for dispatchers.
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Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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