Mar. 03, 2025
Create Jobs from the Web Form
With this update, you can now choose whether web form submissions create a new customer only or both a new customer and a job in JobTread. By default, new leads will be added as customers, allowing you to qualify them before creating a job. However, if you enable the Create New Job option, a job will be automatically created along with the customer, making it easier to track all lead information at the job level. This added flexibility streamlines your workflow and ensures you capture the right details upfront.

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