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Create service job and client from incoming request

Create service job and client from incoming request

Service requests enter your intake without client or scheduling context, forcing schedulers to chase details and delaying dispatch. Schedulers can dispatch crews the same day.

Create service job and client from incoming request

Overview

Unlinked service requests cause double entry and slow crew deployment; this flow turns each new request into a client and a job record so schedulers get bookable work orders. That gives dispatch coordinators the context to prepare and assign crews the same day, cutting manual handoffs and site downtime.

Create service job and client from incoming request