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Create customer record and log new appointment row

Create customer record and log new appointment row

Your scheduler keeps customer and instrument notes inside bookings, leaving techs without repair context. Populate contacts and an ops row automatically so your shop can prep repairs same day.

Create customer record and log new appointment row

Overview

When bookings arrive without customer or instrument context, a small shop wastes prep time and can miss needed parts. This flow captures contact and appointment data into your operations sheet and accounting so you can prep repairs and parts same day.

Create customer record and log new appointment row