Add inspection booking to CRM and alert team

Your inspection bookings arrive without CRM records, delaying crew assignments and missing prep context. It creates job-ready leads and sends office alerts so teams can dispatch same day.

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Overview

When inspection bookings only sit in your scheduler, crew assignments and prep details lag and jobs slip. This workflow converts each booked inspection into a job-ready CRM lead and pings the office so crews can be dispatched the same day.