Create work requests from spreadsheet lead rows automatically
Create work requests from spreadsheet lead rows automatically
Your lead spreadsheet rows need manual job creation, leaving dispatch without appointment context. This creates work requests and notes so schedulers can assign visits same day.
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Overview
Spreadsheet-driven lead rows often require manual job creation, slowing dispatch and risking missed appointments. This workflow turns each row into a standardized work request and structured note so coordinators can assign visits within minutes and avoid next-day delays.