Update job records from new bookings for field teams
Update job records from new bookings for field teams
Your bookings lack source details, leaving job records incomplete and crews without intake context. They are updated with source and intake notes so crews can dispatch with full context same day.
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Overview
If bookings reach you without intake answers or source context, crews lose time chasing background and dispatch decisions stall. This flow writes booking source and Q&A into the correct job record within minutes so operations and dispatch can act with complete context same day.