Add approved quotes to sales sheet for tracking
Add approved quotes to sales sheet for tracking
Your approved quotes sometimes go unrecorded, causing billing delays and confusing crew schedules. Add approved quote rows to a single sales sheet so billing and crews have records same day.
Overview
Approved quotes frequently never make it into operations, which causes invoicing friction and last-minute crew confusion. This flow captures each approved quote into a single sales worksheet immediately, so billing and crews have the context they need same day.