Construction program development: capture open estimates as opportunities

Assistant director of program development loses open estimates from completed residential jobs, causing stalled approvals and lost bids. So sales reps and technicians prioritize estimate follow-up.

Overview

Missed estimate follow-ups in construction stall approvals and lead to lost bids. Capture open estimates from completed residential jobs as tracked opportunities and route them to the assigned rep and technician, eliminating missed handoffs and keeping projects moving. The result is clearer pipeline visibility and faster handoffs between field and sales.

Notable Features

Create opportunity from completed jobs
Assign to rep and technician
Notify reps and technicians instantly