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Create new job and client from web inquiry

Create new job and client from web inquiry

Your web inquiry emails hold service requests that go unentered, delaying dispatch and leaving crews without job context. Automated client and job creation gets jobs scheduled same day.

Create new job and client from web inquiry

Overview

Manual entry of web inquiries slows dispatch and leads to missed same-day slots. This flow converts inbound web emails into client records and schedulable work requests, so dispatch coordinators get complete jobs and crews are notified the same day.

Create new job and client from web inquiry