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Create job and client record from incoming lead form

Create job and client record from incoming lead form

Your lead entries often have messy phones and merged names, delaying scheduling and leaving crews without contact context. So leads become validated client records and jobs ready for same-day dispatch.

Create job and client record from incoming lead form

Overview

Ad-form leads often arrive incomplete and stall scheduling, costing you same-day jobs. This flow converts each lead into a cleaned client record and a created work request, so dispatchers can assign and crews can start jobs the same day.

Create job and client record from incoming lead form