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Create client records and onboarding cards from bookings

Create client records and onboarding cards from bookings

Your booking invitees arrive without a Jobber client record, leaving intake incomplete and crews missing address. Ensure intake accuracy by creating client records and onboarding cards same day.

Create client records and onboarding cards from bookings

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Overview

Bookings that don't create client records force manual intake and risk missed details at dispatch. This flow auto-creates client records and posts onboarding cards to your project board, giving operations and project owners same-day readiness.

Create client records and onboarding cards from bookings