Create job and customer from booking for your projects
Create job and customer from booking for your projects
Bookings without customer or address data strip project context and delay estimates and dispatch. It creates customer, location, and job records so coordinators can schedule and estimate same day.
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Overview
Bookings often lack the structured intake your coordinators need, which turns a simple appointment into hours of follow‑up and delayed estimates. This flow converts a booking into a customer, location, and job record automatically, so your office can schedule and estimate work same day and crews avoid idle time.