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Create job request and client record from estimate

Create job request and client record from estimate

Estimates arrive without client records or visit details, forcing schedulers to rekey and delaying jobs. It creates client records and bookable work requests so crews can dispatch the same day.

Create job request and client record from estimate

Overview

When estimates arrive without client records, schedulers waste time rekeying details and jobs slip. This flow creates the client and a bookable work request automatically so coordinators can dispatch crews the same day and avoid manual backlog.

Create job request and client record from estimate