Skip to content
Log inSign up
Templates
Create client and service request from social leads

Create client and service request from social leads

Your lead forms often arrive with incomplete contact details and no job entry, delaying dispatch and losing bookings. New submissions become client records and service requests for same-day scheduling.

Create client and service request from social leads

Overview

When social lead submissions land with messy names or no job entry, dispatchers waste time creating records and customers wait. This flow converts each lead into a client, service request, and pipeline contact so your team can schedule and follow up within the same business day.

Create client and service request from social leads