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Create jobs and clients from intake forms for field teams

Create jobs and clients from intake forms for field teams

Your intake form submissions often sit unprocessed, delaying client setup and job scheduling for field crews. The workflow creates client records and jobs so dispatch assigns work the same day.

Create jobs and clients from intake forms for field teams

Overview

Intake forms that sit unprocessed become backlog and missed dispatches; this flow turns each submission into a client record and a work request in minutes. Dispatch receives actionable jobs the same day and support avoids manual re-entry.

Create jobs and clients from intake forms for field teams