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Create customer job and triage task from form submissions

Create customer job and triage task from form submissions

Your intake form responses arrive untriaged, leaving technicians without context and delaying estimates. It creates customer and job records plus a triage board item so schedulers can act same day.

Create customer job and triage task from form submissions

Overview

When a homeowner submits a service request, this flow creates the customer and job record, produces a technician-ready analysis, and raises a triage card so schedulers and techs have what they need within minutes. That reduces back-and-forth and gets teams prepared for same-day or next available visits.

Create customer job and triage task from form submissions