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Create client intake records from service form submissions

Create client intake records from service form submissions

Your service form submissions go untracked, causing dispatch blind spots and missed appointments. It creates client records with appointment context so coordinators can schedule visits same day.

Create client intake records from service form submissions

Overview

When service requests arrive uncaptured, dispatch and scheduling break down and coordinators spend time chasing details; this flow turns each submission into a structured client record with appointment context. That means your schedulers get consistent intake data and can assign visits same day, reducing manual follow-up.

Create client intake records from service form submissions