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Create client contact when a new client is added

Create client contact when a new client is added

Your booking client records often never reach your address book, leaving schedulers and crews without customer contact details. Add contacts automatically so schedulers and crews have details same day.

Create client contact when a new client is added

Overview

Missing client contacts slow down dispatch and create avoidable day-of confusion for crews. This flow captures booking client data and ensures a usable contact record is created so schedulers and field teams have verified contact details within minutes.

Create client contact when a new client is added