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Create service customer from intake form for dispatch

Create service customer from intake form for dispatch

Your intake form submissions sit unprocessed, leaving service leads unbooked and dispatch without contact details. You'll get customer records ready for booking so crews can schedule jobs the same day.

Create service customer from intake form for dispatch

Overview

When intake forms sit idle, dispatch lacks the contact data needed to book jobs and leads go cold. This flow turns each form submission into a usable customer record and normalizes phone data, so dispatch can contact prospects and schedule work the same day.

Create service customer from intake form for dispatch