Create client job from completed inbound call leads
Create client job from completed inbound call leads
Your completed calls sometimes lack a client record or job, leaving dispatchers guessing. Crews can be scheduled and dispatched the same day when structured client jobs are created.
Overview
Unlogged inbound calls create chaos for dispatch and slow response times. This flow captures every completed call, finds or creates the client, and opens a job so dispatchers can assign crews the same day.