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Create customer, project, and sheet row from lead form

Create customer, project, and sheet row from lead form

Your lead form submissions go unprocessed, delaying bookings and causing duplicate entry. Add them to your customer system, create a job record, and log the lead so you can schedule same day.

Create customer, project, and sheet row from lead form

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Overview

Stop letting web leads sit in an inbox — convert every submission into a customer record, a job, and a tracker row automatically. That means your small team can begin scheduling and following up the same day, cutting hold time between lead and job.

Create customer, project, and sheet row from lead form