Create new service leads from web and text inquiries

Your web and text inquiry leads often lack customer records, causing dispatch delays and missed callbacks. Leads are created in the field service system so dispatch coordinators can act same day.

Overview

When web forms, chats, and texts arrive unstructured, dispatch and sales lose time qualifying contacts. This flow creates customer and lead records, preserves attribution, and notifies coordinators so teams can schedule follow-ups the same business day.