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Create client lead and job from estimate booking

Create client lead and job from estimate booking

Estimate bookings arrive without structured lead data, forcing manual entry and slowing dispatch. It creates client and job records automatically so coordinators have full intake same day.

Create client lead and job from estimate booking

Overview

Turn every scheduled estimate into a usable lead and job record so estimators and coordinators stop wasting time on manual entry and have site-ready context. Leads, projects, and intake rows are created within minutes, improving dispatch accuracy and same-day readiness.

Create client lead and job from estimate booking