Add approved quotes as new lead rows to sheet
Add approved quotes as new lead rows to sheet
When approved quotes aren't tracked, your crew misses start dates and customers wait for confirmation. Capture quote details into a jobs sheet so coordinators can schedule and confirm same day.
Overview
Untracked approved quotes create scheduling gaps and unhappy customers. Capture every approved quote into a single jobs sheet so office coordinators see new work within minutes and can confirm same-day bookings.