Create job request and client from inbound call lead
Create job request and client from inbound call lead
Your inbound call leads lack client records or bookings, forcing schedulers to rekey details and missing same-day dispatch. You can dispatch crews same day after client records and jobs are created.
Overview
When your answering service fields quote calls, this flow turns them into client records and bookable requests so schedulers can dispatch crews same day. It removes manual rekeying and shortens lead-to-dispatch time for campaign-generated calls.