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Create task and client folder for new booking

Create task and client folder for new booking

Your scheduled estimates arrive without a task or client folder, so crews miss addresses or paperwork and handoffs slow. Teams get assignment details and folders automatically so crews are ready same day.

Create task and client folder for new booking

Overview

When bookings bypass your ops workflow, crews arrive unprepared and jobs slip. This flow converts every new booking into a scheduled task with a client folder so dispatch and crews have addresses and paperwork within minutes.

Create task and client folder for new booking