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.
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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.