Create client record from new booking spreadsheet row
Create client record from new booking spreadsheet row
Your booking sheet holds submissions, leaving client contacts and addresses unstructured and drivers without pickup context. It creates client records and emails jobs so collections are scheduled same day.
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Overview
When booking rows pile up, drivers and billing lack the structured details they need and collections slip. This flow turns spreadsheet submissions into client records and job emails, so pickups are scheduled same day and billing stays ready.