Skip to content
Log inSign up
Templates
Create and update estimate board items from records

Create and update estimate board items from records

Your estimate records in the staging table are unmerged, causing duplicate job cards and missing contact links. It aligns jobs and contacts for dispatch and planning within the hour.

Create and update estimate board items from records

Overview

Staged estimates often create duplicate jobs and missing contact links that slow dispatch and payroll. This flow deduplicates, flattens, and pushes new or changed estimates to your job board hourly so operations managers see accurate jobs and contacts within the hour.

Create and update estimate board items from records