BookBack AI

Job ID	Office	Date & Window	Client	Phone	Address	Job Type	Company	Contractor	Status	Task Open?	Rebooked?	K?	Created
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Create New Job

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Office *

Client

First Name *

Last Name

Phone *

2nd Phone

Email

Job Details

Job Type *

Job Partner *

Source — marketing channel; optional

Contractor Pick a service area + job type to filter

Company * i

Start Date *

Start Time *

End Date

End Time *

Address

Address *

Map

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Optional

CTM Source i

Facebook Pixel ID

Notes

Automations & Webhooks 🤖 No Automations — skip every SMS / Email automation rule for this job

Update Status

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🔍 Assign Contractor

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🔁 Rebook Job

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⏰ Reschedule Follow-up

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After following up, pick the next date & time the office should check back on this job.

Follow-up Date *

Follow-up Time *

✅ Confirm Contractor Acceptance

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📊 Daily Report

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📍 Contractor Job Map

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        Cancelled
        Pending
        Deposit / Done
        In Progress
        Submitted
        
      

🤖 Dispatch via WhatsApp

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🤖 WhatsApp Dispatch in progress

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📦 Archived Jobs

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Archived jobs are hidden from the dashboard. Restore one to bring it back.

🔍 Duplicate Jobs

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Scanning…

Keeps the earliest of each set; archives the rest

📥 Import Jobs from Workiz

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Drop a Workiz export (.xlsx or .csv). Columns are read by header name, so order doesn't matter. We use: Client, Type, Scheduled, Phone, Status, Tech, Address, City, Source. Job # is ignored — new job numbers are issued. End time = start + 2h. Pending jobs get a follow-up due in the next hour.

📥 Click to choose your Workiz export (.xlsx / .csv)

📥 Next Level Import

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Paste the rows from Next Level's Excel below — include the header row. Expected columns (any order): Date, Company Name, PDL, Client Name, Address, Phone Number, Job Type, Total, Parts, Status, Tech.

Defaults: Time window 8:00–10:00 on the Date · Missing Client Name → "Unknown Name (Imported)" · PDL prepended to Notes · Empty Parts → $0 · Total/Parts only used on Done jobs · Pending jobs get follow-up Sat, Jun 20 · 12:00 PM · Tech matched to a contractor by name (warned if not found, job still imports).

Office (where to put these jobs)

Default Pending follow-up

📥 Click to choose your Next Level file (.xlsx / .xls / .csv)

…or paste below if you'd rather copy from Excel