Business owners speed estimate prep with inspection PDFs
Business owners speed estimate prep with inspection PDFs
Business owners watch estimators wait for inspection PDFs, causing manual handoffs and delayed estimates. Zapier sends the completed inspection PDF to estimating and ops so estimators can begin work quickly.
Overview
Missing inspection PDFs stall estimate production and risk lost bids. This workflow delivers inspection PDFs to estimating and operations automatically, eliminating manual handoffs so estimators can begin estimates quickly. Customers report faster handoffs and fewer missed attachments.
Notable Features
- Send PDF to estimators instantly
- Notify estimating and operations staff
- Attach inspection report to job