Create a lead and appointment from request email
Create a lead and appointment from request email
Your appointment request emails arrive unstructured, leaving dispatch without customer or property details. Log requests to a lead record so schedulers and technicians have full info same day.
Overview
When appointment request emails arrive unstructured, dispatch loses crucial visit context and slots go unfilled. This flow captures the intake details and creates or updates a lead with appointment notes so schedulers and crews get complete intake within minutes for same‑day routing.