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Create client and job from new estimate lead

Create client and job from new estimate lead

Estimate requests without client records force staff to retype leads and delay scheduling. Create client records and work requests so coordinators confirm appointments same day.

Create client and job from new estimate lead

Overview

Estimate leads often arrive as orphaned submissions, creating rework and missed appointments; this flow converts each submission into a client and a work request immediately. Your coordinators will see ready-to-confirm appointments in the scheduling queue the same day, reducing manual entry and lost bookings.

Create client and job from new estimate lead