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Create service request and client from ad lead

Create service request and client from ad lead

Your ad leads land with merged names and messy phones, slowing bookings and preventing rapid dispatch. Leads become client records and scheduled work requests for same-day fulfillment.

Create service request and client from ad lead

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Overview

Ad form leads often arrive with merged names and messy phones, which stalls bookings and wastes dispatch time. This flow turns each lead into a validated client and a scheduled work request so ops can assign and dispatch crews the same day.

Create service request and client from ad lead