1.Monitors new estimate submissions
Integrate Jotform and intake forms to capture estimate request details to start the workflow.
Create estimate folder and schedule site visit for client
Automatically monitor new estimate submissions across Jotform, Google Drive, and Google Calendar. Create and update when folders and calendar events are missing β so you can create job folders, copy parts lists, and schedule site visits without manual scheduling.
How this automation schedules estimate visits
When new estimate requests come in, manual folder creation and booking delay site visits. This automation creates a job folder, copies a parts list, and schedules a calendar eventβso you can reduce back-and-forth without chasing details.
Jotformor swap with your favorite app
2.Creates job folder
Integrate Google Drive and document management tools to create a job folder for the estimate request details.
Google Driveor swap with your favorite app
3.Copies parts list template
Integrate Google Drive and document templates to copy your standardized parts list and name the file.
4.Schedules estimate site visit
Integrate Google Calendar and scheduling tools to create an event with location, time, and the folder link.
Google Calendaror swap with your favorite app
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Coordinate customer site visits with automated scheduling, dispatch updates, and visit logging
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