Create quote jobs from customer form submissions instantly
Create quote jobs from customer form submissions instantly
Your quote form submissions sit in email and require manual entry, causing unrecorded jobs and slow quoting. The workflow creates jobs from each submission so you can quote and schedule work same day.
Workflow preview:
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Overview
When quote requests pile up in inboxes, dispatch wastes time on manual entry and quoting stalls. This flow captures each form response as a job record with contact, address and notes populated, so your team can quote and schedule work same day.