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Create client and project from service request, text rep

Create client and project from service request, text rep

Your service request forms lack structured client and project details, causing scheduling delays. It creates client and project records and texts the assigned rep so work can start same day.

Create client and project from service request, text rep

Overview

When service requests arrive unstructured, scheduling grinds to a halt and crews wait on admin follow-up. This flow captures submissions into client and project records and texts the assigned rep, letting operations dispatch teams same day.

Create client and project from service request, text rep