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Create client and estimate request from web leads

Create client and estimate request from web leads

Website lead forms arrive without client records or job requests, causing schedulers to lose time and delay visits. You capture, tag, and create estimate requests so schedulers can book same day.

Create client and estimate request from web leads

Overview

Website leads that land without client records stall scheduling and cost same-day bookings. This flow captures each submission into your operations database, creates a tagged estimate request, and puts schedulers a ready-to-book job within minutes.

Create client and estimate request from web leads