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Create client records from ad form leads for service teams

Create client records from ad form leads for service teams

You receive ad leads with merged names and missing addresses, leaving your bookings incomplete. Standardized client records let office managers schedule jobs and crews arrive ready the same day.

Create client records from ad form leads for service teams

Overview

Ad leads often arrive with merged names and missing addresses, clogging your booking queue and slowing dispatch. This flow standardizes those leads into client records so office managers can schedule and crews receive full job details the same day.

Create client records from ad form leads for service teams