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Create service prep card from customer booking form

Create service prep card from customer booking form

Your booking form submissions arrive untracked, leaving vehicle identifiers, parts and PO details scattered and crews unprepared. Cards capture intake fields and due dates so work is ready before appointments.

Create service prep card from customer booking form

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Overview

When booking forms land untracked, service teams often lack the vehicle identifiers, PO numbers, and due dates they need to prep jobs. This flow converts each submission into a work card with intake details and a formatted due date so workshop coordinators can schedule and complete prep same day.

Create service prep card from customer booking form