1.Creates survey task from new estimate
Integrate LMN to detect new estimate created events and trigger task creation with the right job reference.
Create site survey task for new estimate jobs
Automatically map new estimate details into site survey ToDo or notes across LMN. Create assigned survey tasks when estimates are created, submitted, or linkedβso you can protect same day crew next steps, prioritize quickly, and reduce follow-up paperwork without manual tracking.
How this automation creates survey tasks for new jobs
When new estimates are created, crews can lose their next step and surveys can wait. This automation creates site survey ToDo or notes and assigns them with priority and due datesβso your team can kick off the survey the same day.
LMNor swap with your favorite app
2.Creates site survey ToDo note
Integrate LMN to create ToDo or notes, map due dates, and assign the task with high priority.
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