Create pickup job and project from form submission
Create pickup job and project from form submission
Your pickup form submissions arrive unstructured, leaving dispatch without scheduled work details. Creates scheduled pickup jobs and linked projects so dispatch has details for same-day routing.
Overview
When pickup requests come in as freeform form submissions, dispatch often lacks schedule and project context and crews can't be routed efficiently. This workflow turns each pickup form into a scheduled job and linked project so dispatch coordinators and technicians have same-day routing and assignment details.