Create activity from new booking for onsite visit
Create activity from new booking for onsite visit
Your booking records often lack customer context and reschedule links, so technicians arrive unprepared. The workflow logs each booking as an activity so scheduling staff have prep info same day.
Workflow preview:
Zap details:
Overview
Missed prep and missing reschedule links cost technician time and create unhappy clients; this flow converts every new booking into a structured activity so your small IT team always has service context. That means faster dispatch, fewer on‑site delays, and prep information available same day.