Create customer note in ServiceTitan from new video lead in Groundwork

Create customer notes in ServiceTitan when a new project video lead is submitted in Groundwork. Capture all relevant information and link it to the appropriate customer for clearer project tracking and improved communication.

Create customer note in ServiceTitan from new video lead in Groundwork

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Overview

Create customer notes in ServiceTitan when a new project video lead is submitted in Groundwork. Capture all relevant information and link it to the appropriate customer for clearer project tracking and improved communication.

Create customer note in ServiceTitan from new video lead in Groundwork