Create quote and client record from request status
Create quote and client record from request status
You miss quotes when board rows lack structured client and address data, stalling bookings. Get client and quote records created automatically so trainers can schedule and billing can invoice same day.
Overview
When request rows are marked quote-ready, staff often spend time copying client and address details into your scheduling tool, delaying bookings and invoicing. This flow auto-creates client and quote records and logs the conversion so trainers and billing can schedule and invoice the same day.