Create customer record and roof job from sheet
Create customer record and roof job from sheet
Your inspection-complete sheet leaves new customers and roof jobs unentered in the CRM, causing manual entry and scheduling delays. It creates contacts and jobs so dispatchers can act same day.
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Overview
When inspection-complete rows sit in a sheet, reps and dispatchers waste hours on manual entry and scheduling. This flow automatically creates contacts and jobs so dispatch gets schedule-ready work and sales keeps follow-up tight same day.