Create service requests from pickup forms for field teams
Create service requests from pickup forms for field teams
Your pickup form responses sit unprocessed, delaying client setup and field scheduling. Create client records and work requests so your coordinators can schedule pickups the same day.
Overview
When intake forms pile up, scheduling stalls and pickups get delayed. This flow converts each submission into a client record and a same-day work request so coordinators can dispatch field teams within minutes.