Create customer contact and job from contact form
Create customer contact and job from contact form
Your contact form submissions go unrecorded, leaving leads unassigned and jobs uncreated for dispatchers. Creates customer records and starter jobs so staff can assign and schedule work same day.
Overview
Every website inquiry should become an actionable work item, not a buried form entry. This flow creates customer records and starter jobs automatically so dispatchers and office staff can assign and schedule work the same day.