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Create client record and project folder from booking

Create client record and project folder from booking

Booking form submissions arrive without a client record or project folder, delaying estimates. It captures the lead, creates the folder structure, and books the appointment same day.

Create client record and project folder from booking

Overview

Make every web booking actionable the moment it arrives: a client record, project folder, calendar appointment, and a message to the assigned rep. That means estimates and installer handoffs happen with full context the same day, not after manual follow-up.

Create client record and project folder from booking