Create client profile and project in Estimate Rocket from new Acuity Scheduling appointment
Create client profile and project in Estimate Rocket from new Acuity Scheduling appointment
Create client profiles and projects in Estimate Rocket when new appointments are scheduled in Acuity Scheduling. Capture all relevant client information and project details efficiently for faster onboarding and improved organization.
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Overview
Create client profiles and projects in Estimate Rocket when new appointments are scheduled in Acuity Scheduling. Capture all relevant client information and project details efficiently for faster onboarding and improved organization.