Create new client record from board item entry
Create new client record from board item entry
You lose customer details when new board items don't create client records, causing scheduling gaps. You get client profiles for scheduling and invoicing, enabling same-day crew assignment.
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Overview
When board entries aren't mirrored into your scheduling system, crews lack customer context and jobs get delayed. This flow creates complete client profiles automatically and enriches them with contact and address details, so dispatchers can assign crews same day and invoicing is ready.