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Create service requests from booking rows for dispatch

Create service requests from booking rows for dispatch

Your booking spreadsheet rows lack structured client records, delaying dispatch and forcing manual lookups. It creates a service request with client context so schedulers can assign crews same day.

Create service requests from booking rows for dispatch

Overview

Booking rows often arrive without a consistent client record, creating manual work for dispatchers and risking duplicate profiles. This flow auto-finds or creates the client and builds a service request with intake details so schedulers can assign crews and confirm jobs same day.

Create service requests from booking rows for dispatch