Create job requests and client records from cleaning forms
Create job requests and client records from cleaning forms
Your cleaning estimate form submissions sit unprocessed, leaving leads unregistered and crews without job details. You get client records and ready-to-schedule work requests, enabling same-day dispatch.
Workflow preview:
Zap details:
Overview
When estimate forms sit idle, leads remain unregistered and crews lack the details they need to act, delaying revenue and hurting turnaround. This flow turns each submission into a client record, tagged source, and ready-to-schedule work request, giving office staff and crews dispatchable jobs within minutes for same-day service.