Add new customer records to owner contact lists

Your estimating system's new customer records never reach owner address books, causing callbacks and scheduling confusion. Add contacts automatically so your crew has client phone and site details same day.

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Overview

When customer records don't reach owners' address books, callbacks and scheduling slip and jobs get delayed; this flow logs each new customer into owners' contact lists automatically so estimators and installers can reach clients the same day. That means fewer missed calls and faster next-day scheduling for your crew.