Create client record and job from form submissions
Create client record and job from form submissions
Your service request form submissions lack structured contact and timing details, causing dispatch delays. Automate client creation and job requests so dispatchers schedule work same day.
Overview
Stop manual rekeying from form submissions and give dispatchers actionable job requests the moment an inquiry arrives. By creating client records, tagging by campaign, and queuing a work request automatically, your clients can schedule same-day visits and avoid lost leads.