Skip to content
Templates
Create dispatch jobs from online request form submissions

Create dispatch jobs from online request form submissions

You get form submissions without customer context, forcing dispatchers to research contacts. Work is scheduled and invoiced the same day by creating customer records and dispatch jobs.

Create dispatch jobs from online request form submissions

Workflow preview:

Zap details:

Overview

When form requests arrive without customer context, dispatchers waste time and technicians can be unprepared. This flow turns each submission into a customer record and dispatchable job so work is scheduled and invoiced the same day.

Create dispatch jobs from online request form submissions