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Create customer and location records from intake entries

Create customer and location records from intake entries

Your intake leads arrive without structured customer records, causing scheduling delays and manual follow-up. It creates complete customer records so coordinators can assign assessments same day.

Create customer and location records from intake entries

Overview

Manual intake entry forces your ops team into repetitive data cleanup and slows scheduling; this pipeline converts web submissions into ready-to-assign customer records. Coordinators get complete records within minutes, enabling same-day site assessment scheduling and fewer handoffs.

Create customer and location records from intake entries