Stop missed service bookings for marketing ops and dispatch

Marketing ops miss service bookings when CRM stages change, causing delayed dispatch. Create bookings from pipeline moves so dispatch gets job details and schedules without manual entry.

Overview

Missed service bookings create dispatch delays and frustrate customers. This workflow converts CRM 'To Service' pipeline moves into schedulable bookings so dispatch receives complete job details and can schedule work without manual handoffs, eliminating a frequent source of operational delays.

Notable Features

Create bookings from pipeline changes
Notify dispatch with job details
Format address and contact fields