Construction: route intake to field and office staff

Sales reps miss intake submissions in crowded inboxes, delaying contract scheduling and field deployment. Route submissions to field staff and office coordinators so follow-up starts within minutes.

Overview

Missed intake submissions stall contract scheduling and delay field deployment in construction. This workflow routes every sales intake to the right field and office contacts, eliminating manual handoffs and ensuring follow-up starts within minutes so projects move into scheduling without delay.

Notable Features

Notify field staff via SMS
Create lead record in CRM
Assign scheduling task to office coordinator