Ingram Brothers - One-Shot Front Desk Intake

Customer Information

Caller details and account classification

Account Category *

First Name *

Last Name *

Phone Number *

Email Address (Optional)

Customer Type

🏠 Homeowner 🏗️ Builder / GC 🏢 Property Manager

Physical project site address

Street Address * (Google Autocomplete Ready)

City *

State *

Zip Code

Select the work category and urgency level

Job Class *

Request / Service Type (Quote or Repair)

Urgency

🟢 Normal 🟡 High 🔴 Emergency

Intake Notes / Customer Problem Description

🏷️

Auto-applies portal association labels across Contacts, Companies, Locations, and Deals

⚡ 100% Auto-Linked

👤 Caller Role (Deal ➔ Contact)

🏢 Company Role (Deal ➔ Company)

📍 Location Role (Deal ➔ Location)