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Create field work requests from new service leads

Create field work requests from new service leads

When your service leads arrive without scheduling context, crews miss site visits and follow-ups slip. Capture contact details and create job requests so dispatch can schedule visits same day.

Create field work requests from new service leads

Overview

When campaign leads enter your pipeline they should become scheduled jobs, not lost inbox entries. This turns each qualifying lead into a client record and ready-to-schedule work request so account managers and dispatchers can act and often schedule visits the same day.

Create field work requests from new service leads