Create prospect and alert team via SMS and chat

Your estimate form submissions can go untriaged, leaving qualified requests unanswered. Create prospects and send team SMS and chat alerts so requests are triaged the same day.

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Overview

When estimate requests sit untriaged you miss bookings and slow down field crews. This flow captures each web estimate, creates a prospect record, and pushes SMS and Slack alerts so estimators can triage leads and schedule visits the same day.