Business owners: Create service jobs from website leads

Business owners lose leads when website requests lack a job record, causing scheduling gaps. Create a linked work request to the submitting contact so operations staff can schedule and track follow-up.

Overview

Inbound website requests turn into formal, contact-linked jobs so business owners stop losing service opportunities and scheduling gaps disappear. This workflow eliminates manual handoffs, gives operations visible job records, and ensures follow-up is tracked and scheduled.

Notable Features

Create a linked work request
Attach contact details to job
Notify operations staff of requests