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Create booking from ad lead for field visit

Create booking from ad lead for field visit

Your ad lead forms lack scheduling context, causing field teams to miss site-visit windows and manual entry delays. The workflow creates bookings and alerts dispatch so visits are scheduled same day.

Create booking from ad lead for field visit

Overview

Paid-social leads often arrive without scheduling details, stalling follow-up and cooling demand. This flow converts each ad form into a booked service request and notifies dispatch, ensuring visits are scheduled same day for faster technician assignment.

Create booking from ad lead for field visit