New service leads go cold in minutes. This automation texts the lead right away, captures job type and urgency, and opens a work order your dispatcher can assign.
What's Included
- Instant SMS reply: Friendly first response within minutes of form submit.
- Qualification fields: Job type, urgency, and site address.
- Work order create: A dispatch-ready record in your ops board.
- Owner alert: Notify the on-call dispatcher in Slack or email.
How To Use
- Connect your lead form and SMS channel.
- Map fields into the work order template.
- Turn on the flow and test with a sample lead.
- Hand confirmed jobs to the work order crew board.
Pair with field service agents and sales automations.