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Create service job from landing page lead for dispatch

Create service job from landing page lead for dispatch

Landing page leads often lack matching customer records, causing duplicates and slow scheduling. It creates or updates the customer and opens scheduler-ready jobs so dispatchers can book same day.

Create service job from landing page lead for dispatch

Overview

Ad leads should turn into ready-to-schedule work, not duplicate records or manual intake. This flow matches or creates customer records and opens scheduler-ready jobs so dispatchers can book visits the same day.

Create service job from landing page lead for dispatch