Digital systems managers: create jobs from website assessments
Digital systems managers: create jobs from website assessments
Digital systems managers watch assessment forms create unmatched clients, causing scheduling delays and missed service visits. Automated matching creates client records and work requests so operations can schedule immediately.
Overview
Assessment submissions that don't map to clients create scheduling chaos and missed service visits. This workflow matches or creates client records and generates work requests so operations start scheduling immediately. Teams report faster handoffs and far fewer missed follow-ups.
Notable Features
- Match form entries to clients
- Create work requests in job system
- Notify operations with job details