Create service request and notify owner by SMS
Create service request and notify owner by SMS
New website leads arrive without a logged job or owner alert, delaying scheduling and risking lost bookings. Create a work request and SMS alert so dispatch can schedule same day.
Overview
Incoming website leads often go unlogged, leaving dispatch without context and shrinking same‑day bookings. This workflow turns each lead into a client and work request and sends an SMS alert, enabling dispatch to act within minutes.