Business owners: create bid-labeled project from calendar events
Business owners: create bid-labeled project from calendar events
Business owners scheduling onsite estimates leave field crews without docs or assigned resources, delaying job setup. Create a bid-labeled project from the calendar event so ops can prep before visits.
Overview
Missed pre-visit setup stalls jobs and frustrates field crews. Converting an onsite estimate event into a bid-labeled project record ensures operations prepare site documents and assign crews in advance, eliminating last-minute scramble.
Notable Features
- Create project from calendar events
- Add bid label on create
- Notify operations about new projects