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Create client record and job from landing form

Create client record and job from landing form

You get landing-page leads with no client record or job, so technicians lack booking context. Teams can dispatch and quote the customer, securing service the same day.

Create client record and job from landing form

Overview

Leads that skip client creation stall dispatch and frustrate field teams. This flow captures the lead to your sheet, creates the client and work request, and sends an SMS alert so your team can respond the same day.

Create client record and job from landing form