Create maintenance client records from recurring lawn jobs
Create maintenance client records from recurring lawn jobs
Recurring lawn bookings arrive without standard client records, delaying crew scheduling and billing. It creates tidy client records so coordinators can dispatch crews and invoice same day.
Overview
When recurring lawn jobs don't yield standardized client records, crews get misassigned and invoicing stalls. This flow creates tidy client entries from qualifying bookings so coordinators can dispatch crews and finalize invoices the same day.