Create job leads from confirmed website scheduler entries
Create job leads from confirmed website scheduler entries
Your website scheduler entries often never reach the roofing CRM, leaving estimators without full appointment context. It delivers appointment-ready leads for same-day crew scheduling and invoicing.
Overview
When website-scheduled appointments don't land in your roofing CRM, estimators and schedulers lose time and jobs slip. This flow routes only qualifying scheduler leads into your CRM with a formatted appointment datetime and assigned salesperson so crews can be dispatched and AR can prepare invoices same day.