Add booked boiler service customers to contact records
Add booked boiler service customers to contact records
Your PAYG boiler service bookings often lack a tracked contact, causing missed follow-ups and billing delays. Create or update contacts automatically so coordinators can follow up same day.
Overview
When PAYG boiler jobs arrive without tracked contacts, follow-ups and same-day billing stall. This flow captures each job's contact details, tags the record for PAYG bookings, and gets coordinators the info they need to act the same day.