Create service lead entries and alert team instantly
Create service lead entries and alert team instantly
Your service form submissions arrive unhandled, delaying inspection scheduling and losing appointment opportunities. Route leads to your service queue and alert advisors so follow-up happens same day.
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Overview
When service requests pile up untriaged, inspections slip and appointments are lost. This workflow captures each form submission, generates a standardized intake email and sheet row, and pings your service channel so advisors can act same day.