Capture bookings into client records and field jobs

Operations coordinators miss appointments when booking info is entered manually. It creates client records and schedules jobs so dispatchers have accurate job info and avoid missed visits.

Overview

Missed or manually entered bookings create dispatch confusion and missed visits. This workflow captures booking data into client records and creates scheduled jobs so dispatchers get accurate job details and missed appointments are avoided.

Notable Features

Create client records from bookings
Schedule field jobs with details
Notify dispatchers of new jobs