Construction estimators: Capture and update job intake boards
Construction estimators: Capture and update job intake boards
Estimators miss job emails, leaving intake and address/TPA details incomplete and risking delayed bids. It parses job emails into intake items and updates your project board so estimators act.
Overview
Missed job emails create messy intake records and jeopardize timely, accurate estimates. This workflow captures and parses job notifications into your project board, eliminating missed intake and enabling faster handoffs with fewer manual entries.
Notable Features
- Parse job emails for fields
- Create intake items on board
- Update address, TPA and status