Accept client estimate and update project record immediately
Accept client estimate and update project record immediately
Your accepted estimates in the CRM can fail to update the time-tracking estimate, leaving billing and staffing unclear. Align project and estimate status so billing and schedulers can act same day.
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Overview
When accepted estimates in the CRM don't propagate, billing and resource planning stall and invoices get delayed. This flow converts acceptance events into confirmed estimates in your time-tracking system, so billing staff and schedulers can act the same day and start invoicing and staffing without waiting.