Business owners keep estimate tracker current for pricing
Business owners keep estimate tracker current for pricing
Business owners see estimators miss Ready to Price updates, causing delayed pricing decisions. The estimate tracker reflects Ready to Price items so pricing and assignments start promptly.
Overview
Delayed Ready to Price updates leave estimators scrambling and pricing decisions stalled. This workflow ensures the estimate tracker reflects new Ready to Price documents and notifies the right people, eliminating manual lookup errors so pricing and assignments start promptly.
Notable Features
- Update estimate tracker records
- Pull estimate numbers from filenames
- Notify estimators and project managers