Create client and job from social lead capture
Create client and job from social lead capture
Your social lead forms often merge names or omit addresses, stalling bookings. Your operations team gets complete client records and a job request so crews can quote and dispatch same day.
Overview
Social lead forms frequently arrive incomplete, slowing booking and leaving crews waiting for details. This flow converts each lead into a client record and a job request automatically, so your ops team can quote and dispatch same day.