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Create client record and work request from form submission

Create client record and work request from form submission

Your contact form sends unstructured client details, causing missed estimates and scheduling delays. Add client info and create a work request so you can send estimates and schedule visits same day.

Create client record and work request from form submission

Overview

When web inquiries arrive missing structured data, estimators and owners waste time chasing basic details. This flow captures each submission, creates a client record and a work request so your team can prepare estimates and schedule visits the same day.

Create client record and work request from form submission