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Create service job from pipeline stage change for dispatch

Create service job from pipeline stage change for dispatch

Your leads hit job-ready stage without a job in your job management system, forcing schedulers to rekey bookings and delaying site visits. Coordinators can dispatch crews the same day.

Create service job from pipeline stage change for dispatch

Overview

Leads that reach job-ready in your sales pipeline should not create extra work for schedulers; manual rekeying delays bookings and fills. This flow creates the client and a schedulable job record so coordinators can assign crews and enable same-day dispatch.

Create service job from pipeline stage change for dispatch