Create scheduling client record from new contact entry
Create scheduling client record from new contact entry
New client contacts sometimes never reach scheduling, leaving crews without address or phone for appointments. It imports contact and address into scheduling so bookings and dispatch run same day.
Overview
When new client contacts don't flow into scheduling, crews lack addresses and calls delay dispatch, creating last-minute fire drills. This workflow pushes contact and address data into your scheduling system automatically so bookings and dispatch can proceed same day and teams stay ahead of appointments.