Know where the request came from.
Preserve source, contact information, location, requested service, and timing. The team should not need to re-enter every detail when a referral becomes a job.
Connected demandMore ways in.
More ways in.
One coordinated workflow.
Calls, website inquiries, referrals, and third-party demand should carry useful context into the same service operation.
A lead still needs to fit the day.
Check for duplicates, service-area fit, urgency, and capacity. Receiving demand should not silently create a promise your team cannot meet.
Bring accepted work into the schedule.
Connect the incoming request to the approved scheduling and assignment workflow, preserving source context through the visit and documentation.
Make the handoff accountable.
Keep errors and exceptions visible. Confirm what the source expects back, who may receive it, and which updates are appropriate.
Connections are confirmed individually. Bring the names of your referral partners, website tools, demand providers, and existing systems. Specific connector availability and supported data flows must be verified during onboarding.
Prepare for a useful conversationStart with the sources
Start with the sources
you already rely on.
- Which sources send your best service requests?
- What information arrives, and what is missing?
- What must be checked before an appointment is accepted?
- Who needs confirmation, status, or the final report?