Create job and client record from web lead
Create job and client record from web lead
Your booking form entries miss customer and availability details, so requests sit uncreated. It creates client records, a job request, and service notes so schedulers can assign visits same day.
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Overview
When booking forms land unprocessed, leads aren’t turned into schedulable work and crews miss opportunities. This flow converts each submission into a client and a request so schedulers receive ready-to-assign bookings. Expect schedulers to see actionable requests within minutes, improving same-day booking throughput.