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Create client record and job from estimate request

Create client record and job from estimate request

Your estimate form submissions arrive unmanaged, causing missed follow-ups and schedule gaps for field crews. They become client profiles and jobs, letting staff book estimates same day.

Create client record and job from estimate request

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Overview

Estimate requests that sit unmanaged in your form inbox cost you same-day bookings; this flow captures each submission, creates a client record and job request, then sends an instant confirmation. The result is organized intake and faster scheduling so staff can book estimates same day.

Create client record and job from estimate request