Create approved estimate records from emailed approvals
Create approved estimate records from emailed approvals
Approved estimate emails left in your inbox delay invoicing and crew scheduling for new jobs. Add each approval to your estimates board automatically so teams can prepare quotes and invoices same day.
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Overview
When approved estimate emails sit in an inbox, crews and billing fall behind — costing days of follow-up. This flow converts those approvals into structured estimate records automatically so project managers and billing staff can act on estimates the same day, reducing manual lookups and keeping invoicing on schedule.