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Create client and job from website contact form

Create client and job from website contact form

Website contacts arrive unstructured, leaving intake incomplete and technicians without address or phone. Create client records and a starter work request so your office and crews can book same day.

Create client and job from website contact form

Overview

When website inquiries arrive unstructured they become scheduling friction and missed jobs. This flow converts each contact into a client record plus a starter work request so office staff and crews can book and prep same day.

Create client and job from website contact form