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Create field service job from new CRM deal

Create field service job from new CRM deal

Your CRM deals lack linked field jobs, forcing dispatchers to recreate requests and lose schedule context. Crews get schedulable work and dispatchers keep full job context same day.

Create field service job from new CRM deal

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Overview

Manual handoffs from sales to dispatch introduce delays and miss scheduling windows. This flow turns qualifying CRM deals into client records and ready-to-schedule work requests, so dispatchers can assign crews and start jobs same day.

Create field service job from new CRM deal