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Create cash estimate dispatch for new request contact

Create cash estimate dispatch for new request contact

Contact requests often arrive without an estimate dispatch, delaying quotes and site visits. Send a populated cash estimate dispatch so estimators can quote and schedule visits the same day.

Create cash estimate dispatch for new request contact

Overview

Estimate requests that sit in the CRM without a dispatched form slow quoting and scheduling. This flow turns qualifying contact updates into a populated cash estimate dispatch so estimators get complete address and contact details and can quote and schedule visits the same day.

Create cash estimate dispatch for new request contact