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Create job request from ad leads for schedulers

Create job request from ad leads for schedulers

Your ad form leads arrive without client records or job details, causing missed appointments and wasted drive time. They become tracked work requests for dispatch and onsite prep same day.

Create job request from ad leads for schedulers

Overview

When ad leads arrive unstructured, crews risk missed appointments and inefficient routing. This flow converts each qualifying ad submission into a client record, creates a work request, and logs the lead so operations can dispatch and prep same day. The result is fewer missed visits and clearer handoffs between sales and field teams.

Create job request from ad leads for schedulers