Process new form submissions in Tally, find or create client in Jobber, create request, and add note
Process new form submissions in Tally, find or create client in Jobber, create request, and add note
Process new form submissions from Tally by finding or creating client records in Jobber, generating service requests, and adding relevant notes to ensure efficient follow-up and service delivery.
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Overview
Process new form submissions from Tally by finding or creating client records in Jobber, generating service requests, and adding relevant notes to ensure efficient follow-up and service delivery.