Ingram Brothers - One-Shot Front Desk Intake

Customer Information

Caller details and primary contact

First Name *

Last Name *

Company / Builder Name (Optional - defaults to Customer Name)

Phone Number *

Email Address (Optional)

Customer Type

🏠 Homeowner 🏗️ Builder 🏢 Property Manager

Physical project site address

Street Address *

City *

State *

Zip Code

Select the work category and urgency level

Job Class *

Service Type

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)

👁️ Automated Deal Name & Operational Badges (Pushed to HubSpot):

13782 - [Last Name / Company] - [Address] - Service

🔧 SERVICE 🟢 NORMAL