Create service quote and customer in field system
Create service quote and customer in field system
Your new deals lack synced customer and site details, leaving crews without contact or order context. Give field operations complete customer and quote records within minutes for same-day dispatch.
Overview
Field crews and dispatchers routinely lack the contact and site context they need to start jobs. This flow creates customers and service quotes in your field system as soon as a deal is entered, giving operations complete job data within minutes for same-day dispatch readiness.