Call Triage — Lead & Customer Creation

Overview

When you receive an inbound call that isn't linked to an existing customer or lead, BlueClerk lets you triage it directly from the call log. Create a new lead, convert to a customer, or dismiss the call - all without leaving the page. This helps you quickly convert phone inquiries into trackable records and ensures no potential business is lost.

How It Works

Viewing Untriaged Calls

1. Go to Operations > Calls in the sidebar
2. Filter by "Untriaged" to see calls without a linked customer or lead
3. Each untriaged call shows:
   • Caller phone number (formatted)
   • Caller name (if available from caller ID)
   • Call direction and status

From the untriaged call row you can:

• Create a Lead — fast capture for marketing and follow-up
• Convert to a Customer — create a homeowner or business customer record to schedule work, invoice, and build property work history
• Dismiss — mark the call as handled without creating any record

Customer Creation Limits (Abuse Protection)

To prevent automated abuse and protect platform integrity, BlueClerk enforces limits on how many new customer records a contractor company can create via job-request conversions and triage actions.

• What you may see: If you hit the cap when converting a job request or creating a customer from an untriaged call, the action will be blocked and you'll receive an error message (for example, "Customer creation limit reached" or "Account is not active"). The system prevents the new customer from being created.
• Why this exists: These limits reduce spam/fraud and accidental mass-creation of customer records that degrade data quality and platform performance.
• How limits behave: Verified users and active company accounts are eligible for normal allowances; unverified accounts are subject to stricter checks. Limits are enforced per company and evaluated at the time of creation.
• Workarounds:
  • Create a Lead instead of a Customer and convert later when needed.
  • Ensure your user email is verified and your company/account is active — verified accounts may have higher allowances.
  • If you need a higher quota for legitimate business reasons (bulk onboarding, high-volume triage workflows), contact BlueClerk support and include your company details so we can review and assist.

Tips

• Use "Create Lead" for low-confidence or unverified callers and convert to a Customer after confirming details.
• Keep caller notes concise so teammates can follow up without needing to recreate records.
• Encourage homeowners to claim their property or reply to a verification message when prompted — verified contacts reduce friction and limits-related failures.

Questions

**Q: I tried to convert a job request to a customer and got an error. What should I do