Create onsite quote jobs from lead form entries

Your house-washing lead form often delivers messy contact and address details, leaving jobs incomplete. Create complete quote jobs and notify staff immediately so prospects receive estimates same day.

Overview

Leads from your ad forms often arrive with missing or merged details, which stalls quoting and leaves crews waiting on address or scope. This workflow converts each lead into a complete quote job, records the contact in your accounting and address book, and alerts the team so you can deliver same-day estimates and reduce scheduling gaps.