Skip to content
Log inSign up
Templates
Create client and work request from web lead submissions

Create client and work request from web lead submissions

Your web leads lack normalized names and location context, creating incomplete client records and slowing dispatch. Schedulers get ready jobs for same-day dispatch.

Create client and work request from web lead submissions

Overview

When web leads arrive without normalized names or location context, schedulers and marketers spend time cleaning records and jobs get delayed. This flow turns submissions into complete client profiles and ready-to-assign requests so ops can dispatch same day and marketing can trust source attribution.

Create client and work request from web lead submissions