Create lead records from roofing bookings for intake

Your bookings lack contact and address details, leaving project managers unable to prep crews. You receive complete lead records with appointment time and address so crews can be assigned same day.

Overview

Scheduling requests often arrive without address or contact structure, which slows intake and leaves crews underprepared. This workflow converts every booking into a complete lead record with appointment time and address so project coordinators can triage and assign crews same day.