Create client and work request from landing lead
Create client and work request from landing lead
Your landing-page leads arrive untracked, leaving crews without address, scope, or booking context. They get a client record and service request created so scheduling and dispatch can proceed same day.
Overview
If landing-page submissions don't land in your booking system, crews waste time chasing details and appointments slip. This flow captures each submission as a client and service request, texts the lead instantly, and gets scheduling started same day.