CSR Booking Assistant Semper Fi HVAC

1 Service type ✓ Done

Set this first — it tailors the fields and pricing below to the job.

2 Customer & service area ✓ Done

3 Homeowner / tenant authorization ✓ Done

4 Contact ✓ Done

5 Unit details ✓ Done

6 Scheduling ✓ Done

7 Notes & generate ✓ Done

The Slack header is generated automatically at the very top of the work order.