Add sales opportunities from scheduled jobs for dispatch

Your scheduled service jobs lack sales context, causing missed appointment follow-ups and delayed outreach. Create opportunities automatically so reps get contact-ready leads before same-day dispatch.

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Overview

When scheduled jobs arrive without sales context, reps miss timely outreach and appointments go cold; this workflow turns qualifying scheduled jobs into CRM opportunities and surfaces the best contact data. That delivers contact-ready leads within minutes so reps can reach customers before dispatch.