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Create job and customer record from sidebar form

Create job and customer record from sidebar form

Your sidebar form submissions arrive with messy phones and missing trade mapping, blocking job creation and slowing dispatch readiness. It creates job-ready records for dispatch within minutes.

Create job and customer record from sidebar form

Overview

Intake forms often arrive with unformatted phones and unclear product choices, leaving dispatch waiting for clean job records. This flow turns each submission into a validated customer and job record with trade mapping so dispatchers receive job-ready records within minutes.

Create job and customer record from sidebar form