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Create client and work request from estimator form

Create client and work request from estimator form

Your estimator form submissions arrive without client records or jobs, delaying vendor dispatch. Capture submissions into client records and create work requests so teams can schedule visits same day.

Create client and work request from estimator form

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Overview

When estimator submissions arrive without client or job records, dispatch stalls and tenants wait. This flow turns those submissions into client profiles and work requests, attaches the submission PDF, and sends an SMS so teams can schedule same-day visits.

Create client and work request from estimator form