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Create scheduled job and client from booking requests

Create scheduled job and client from booking requests

Incoming booking requests lack client details and start/end times, stalling dispatch and onsite prep. Create clients and scheduled visits so dispatchers and techs are ready the same day.

Create scheduled job and client from booking requests

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Overview

Incoming bookings often arrive with inconsistent or missing client and timing details, forcing dispatch into manual clarifications and delaying starts. This workflow creates client records and scheduled visits automatically so dispatch can assign work and technicians are prepared the same day.

Create scheduled job and client from booking requests