Add standard comments to new estimate records for teams

Your estimate records often miss standard next steps, leaving estimators without clear pre-visit guidance. This attaches standard guidance to each new estimate so teams are prepared ahead of site visits.

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Overview

Unstandardized estimate records force estimators to hunt for instructions and increase preparation time. This posts consistent, role-specific guidance to each new estimate so estimators and sales managers are ready ahead of site visits, reducing rework within minutes.