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Create repair job and customer record from booking

Create repair job and customer record from booking

Field bookings arrive without customer or ticket records, causing manual lookups and technician delays. The workflow creates linked repair jobs and customer records so technicians can start same day.

Create repair job and customer record from booking

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Overview

When bookings lack matching records, your ops team spends time on manual lookups and technicians arrive under-informed. This workflow converts each qualifying booking into a tracked repair job and linked customer profile, so dispatchers and techs have full context and jobs start the same day.

Create repair job and customer record from booking