Create client records and job requests from social leads

Your booking webhooks lack formatted contact details and ETA, causing missed confirmations and late arrivals for cleaning jobs. This captures bookings and sends contact plus ETA to dispatch same day.

You miss callbacks when qualifying service jobs aren't flagged, creating dispatch confusion and delayed outreach. Prioritize callbacks so dispatchers and techs respond the same day.

Your dispatch request cards lack standardized queue entries, causing manual triage and delayed pickups. The flow creates dispatch records and timestamps so coordinators can schedule drivers the same day.

Your intervention feed lacks structured timing and locations, forcing dispatchers to add calendar entries manually. It creates calendar events and updates records so techs have schedules same day.

Your website service request form arrives without a tracked record, leaving dispatch missing details and delaying technician scheduling. Get every submission logged to a central sheet so coordinators assign work same day.

Your CRM work orders lack notes and photos, leaving dispatch without context. The flow pushes keeper notes and image links into the dispatch record so coordinators see context before the visit.

Your scheduled bookings sometimes don't reach operations, leaving dispatchers short on job details and causing crew delays. Crews have full context same day.

Your scheduled field jobs can bypass the team calendar, leaving crews without addresses or notes. Crews receive precise assignment times, locations, and job notes so they arrive prepared the same day.

You miss updating field jobs when a board stage flips, leaving installers without quote context and causing scheduling delays. Get statuses updated in your dispatch system same day.

Your crews submit completed work orders without owners, causing dispatch confusion and billing delays. Reassign completed jobs to the correct field owner so dispatch closes and invoices same day.

New job records sometimes miss branch mapping, causing misrouted work orders and manual corrections. It assigns the correct business unit so coordinators route jobs same day.

Your insulation job requests often lack consistent rep routing, causing uneven workloads and delayed site visits. Assign reps automatically so dispatch and crews receive owner details same day.