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Create field service job request from social lead form

Create field service job request from social lead form

You miss timely bookings when social lead forms arrive untriaged and lack structured job details. New leads become client records and ready work requests for same-day dispatch.

Create field service job request from social lead form

Overview

When social leads sit untriaged, bookings are missed and scheduling teams scramble to recreate details. This flow turns each social lead into a client record and dispatch-ready request, so scheduling staff can assign work same day and reduce lost opportunities.

Create field service job request from social lead form