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Create service and invoice tickets from customer bookings

Create service and invoice tickets from customer bookings

Your bookings sometimes create no CRM request, leaving technicians without dispatch context and delaying invoicing. Work is dispatched and billing is ready same day.

Create service and invoice tickets from customer bookings

Overview

When bookings don't create CRM requests, technicians lack context and billing falls behind. This flow turns every booking into both a service ticket and an invoice ticket, so work is dispatched and invoices are billing-ready the same day.

Create service and invoice tickets from customer bookings