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Create client record and job from website lead

Create client record and job from website lead

Your website form leads arrive without a client record or job, leaving dispatch and billing unsure. Capture lead details to create a client, schedule work, and log the submission same day.

Create client record and job from website lead

Overview

When website leads come in untracked, jobs get missed and crews wait for details. This flow creates a client record, schedules a work request, and logs the lead so dispatch and billing can act the same day.

Create client record and job from website lead