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Create inspection client and job from email lead

Create inspection client and job from email lead

Inquiry emails arrive unstructured, forcing schedulers to chase missing contact, address, and service details. You receive a client record and job log, plus an ops team alert for same-day dispatch.

Create inspection client and job from email lead

Overview

Incoming web-form emails often arrive with missing contact or property details, which forces schedulers into manual follow-ups and delays. This flow turns those emails into a client record, a logged lead, and an ops alert so jobs can be dispatched same day.

Create inspection client and job from email lead