Create field job from new sheet lead entry
Create field job from new sheet lead entry
Your lead intake spreadsheet rows often arrive untriaged, creating incomplete job visibility and delayed dispatch. Create full job cards automatically so technicians get visit-ready details same day.
Overview
When web leads sit in a spreadsheet, dispatchers lack the structured job details they need and technicians arrive unprepared. This flow converts each qualifying row into a complete job card for dispatch so technicians get visit-ready details the same day and scheduling happens without manual rekeying.