Create follow-up leads for your finished service jobs
Create follow-up leads for your finished service jobs
Completed job records left untracked mean your reps miss review requests, referrals, and post-service upsells. Create opportunity records automatically so your sales team can contact customers same day.
Overview
Completed jobs are one of your best sources for reviews and repeat business, but they rarely make it into the pipeline. This workflow captures every finished job as a lead and routes opportunities to sales so reps can contact customers same day for reviews or upsells.