Update work order lead source from main file
Update work order lead source from main file
Your work orders lack lead-source context after intake, causing routing errors and billing hold-ups. This update aligns source info so dispatch and billing act correctly same day.
Overview
Intake without consistent lead-source tags forces dispatch and billing into manual reconciliation and slows field throughput. This flow writes the originating lead source into each work order so dispatch and billing start with the right referral context, often same day.