Keep operations coordinators ready for social lead jobs

Operations coordinators miss social lead details in messages, causing dispatch delays. Create service work requests from social leads with client notes and assign to ops for faster dispatch.

Overview

Missed social leads create dispatch gaps and frustrated customers. Turn every social lead into a complete service work request and assign it to an operations coordinator so crews are scheduled and client context travels with the job. Operations coordinators report faster dispatch and fewer missed jobs.

Notable Features

Create work requests from leads
Attach client notes and contact
Assign jobs to operations coordinators