Create installation booking records from updated customer forms

You add reserved dates to intake forms but manual slot creation delays assignments and causes overlapping bookings. Create booking records so coordinators can confirm visits same day.

Create installation booking records from updated customer forms

Overview

When form updates with reserved dates don't translate into booked installer slots, crews wait and schedules slip. This flow turns those updates into booking records and reserved date ranges so scheduling coordinators can confirm installations same day.

Create installation booking records from updated customer forms