Create the work order, customer record, and appointment in one intake flow.
Attach this job to an existing customer or create the customer during intake.
Saved to the customer and used for directions and the arrival text.
Capture what the customer needs before assigning or dispatching the visit.
Leave scheduling off to create an unscheduled lead.
What happens next
EasyFixOregon creates the customer when needed, creates the work order, adds the appointment when scheduled, and opens the job detail for estimates, notes, photos, invoices, and payment.