Business owners keep estimate tracker up to date
Business owners keep estimate tracker up to date
Business owners miss tracker updates when estimates are marked ready, causing dispatch delays and missed follow-ups. Tracker updates give estimators and ops clear status to act before clients inquire.
Overview
Missed estimate updates cause dispatch hold-ups and create more manual lookups. This workflow keeps your estimate tracker current so estimators and operations have near-real-time visibility, eliminating manual lookups and reducing missed follow-ups.
Notable Features
- Update tracker when file appears
- Extract estimate number from filename
- Notify estimators and ops staff