Create booked project and lead record from client appointment
Create booked project and lead record from client appointment
Booked appointments often lack a lead or job record, leaving dispatch and estimators missing contact and timing context. Create project and contact records so teams can act same day.
Overview
When clients book through your scheduling page, intake details frequently don't reach dispatch or project folders, delaying site prep and estimates. This flow captures contact and address, creates a job record, and updates your lead board so teams can act the same day.