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Create repeat client job record from intake form

Create repeat client job record from intake form

Repeat client intake forms sometimes create no job entry, leaving technicians without context. The workflow creates a CRM job linked to the client so production can begin prep same day.

Create repeat client job record from intake form

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Overview

Intake submissions that don't create a proper job record leave technicians guessing and slow production. This flow captures repeat-client forms, builds a linked CRM job record, and tags priority work so production can start prep the same day.

Create repeat client job record from intake form