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Create service record and update client maintenance date

Create service record and update client maintenance date

You get maintenance webhooks without a service record, leaving technicians missing a last-service date. It adds a service row and updates the client's last maintenance date so teams can act same day.

Create service record and update client maintenance date

Overview

When maintenance events arrive without a tracked record, technicians waste time finding context and scheduling slips. This flow captures each maintenance webhook into a service record and updates the client's last-service date, giving operations immediate visibility and enabling same-day follow-ups.

Create service record and update client maintenance date