Mark new job requests as leads for follow-up
Mark new job requests as leads for follow-up
Your job requests often come in without a lead status, causing follow-up to be missed and scheduling to stall. Tagged leads are prioritized so you can reach customers and prepare bookings the same day.
Overview
When incoming job requests arrive without a clear status, first touches slip and bookings stall. This flow flags qualifying requests as leads and surfaces them to owners and schedulers so outreach and booking prep can happen the same day.