Create inspection leads from confirmed pipeline stage now
Create inspection leads from confirmed pipeline stage now
Confirmed leads stay in marketing without appointment details, causing missed inspections and extra work for schedulers. It sends inspection-ready lead records to estimators and schedulers same day.
Overview
If confirmed leads sit in marketing without appointment context, estimators and schedulers spend time chasing details and bookings slip. This flow creates inspection-ready lead records and assigns the right owner so crews get booked and billing can begin the same day.