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Create booked job tasks from signed estimate emails

Create booked job tasks from signed estimate emails

Signed estimate emails arrive unlabeled, leaving customer jobs unbooked and requiring manual triage. It creates booking tasks for scheduling staff so jobs are contacted and booked same day.

Create booked job tasks from signed estimate emails

Overview

Stop signed estimates from getting lost in the inbox and turning into unbooked work. This flow converts signed estimate emails into verified booking tasks routed to the right dispatcher, so scheduling staff contact customers and confirm appointments the same day.

Create booked job tasks from signed estimate emails